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DH

David F. Hegarty

MEDIOBANCA SECURITIES USA LLC
New York, NY 10018
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CRD#: 2414373
DH

Professional summary


David Francis Hegarty JR, who also goes by David Francis Hegarty, David Hegarty, is a registered financial professional currently at MEDIOBANCA SECURITIES USA LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1995. David has worked at 13 firms and has passed the Series 65, Series 63, Series 79TO, Series 57TO, Series 3, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Francis Hegarty | David Hegarty

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Francis Hegarty JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 7, 2020 - Present

MEDIOBANCA SECURITIES USA LLC

Office #1: 1450 Broadway 37th Floor, New York, NY 10018Office #2: 1450 Broadway 37th Floor, New York, NY 10018
BD
CRD#: 143189
New York, NY
Past

May 8, 2018 - December 13, 2019

INVESTEC SECURITIES (US) LLC

BD
CRD#: 138421
NEW YORK, NY
Past

August 15, 2017 - November 3, 2017

GREENLEYS CAPITAL MARKETS LLP

BD
CRD#: 168558
NYC, NY
Past

August 2, 2016 - March 31, 2017

PUMA CAPITAL, LLC

BD
CRD#: 146744
RYE, NY
Past

March 3, 2014 - May 31, 2016

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

July 22, 2013 - January 30, 2014

KEPLER CAPITAL MARKETS, INC.

BD
CRD#: 139148
NEW YORK, NY
Past

April 7, 2011 - July 11, 2011

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

September 1, 2005 - July 23, 2013

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
NEW YORK, NY
Past

March 30, 2005 - September 22, 2005

ATLANTIC EQUITIES, LLC

BD
CRD#: 121669
GREENWICH, CT
Past

December 2, 1998 - January 31, 2005

COMMERZBANK CAPITAL MARKETS CORP.

BD
CRD#: 21787
NEW YORK, NY
Past

December 20, 1995 - July 17, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 30, 1995 - September 7, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

January 26, 1995 - June 5, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(1/7/2020)
RR
New York
(1/7/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/21/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 10/14/2022
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/15/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MEDIOBANCA SECURITIES USA LLC
MEDIOBANCA SECURITIES USA | MEDIOBANCA SECURITIES USA LLC

CRD#: 143189 / SEC#: , 8-67538

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1450 Broadway 37th Floor, New York, NY 10018
Mailing Address
1450 Broadway 37th Floor, New York, NY 10018
Phone number
(212) 991-4744
Established
Delaware since 08/23/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MEDIOBANCA BANCA DI CREDITO FINANZIARIO S.P.A.100% OWNER
ACHZET, DAVID EDWARDCHIEF COMPLIANCE OFFICER1209132
ALMERINI, LOUIS ACHILLEFINOP/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER1605183
PULA, MASSIMILIANOCEO5446174
ROMEO, ROBERTODIRECTOR7640931
ROTUNNO, ANNALISADIRECTOR7640314

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MEDIOBANCA SECURITIES USA LLC

CRD#: 143189New York, NY 10018

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