Daniel S. Dagostino
Professional summary
Daniel Salvatore Dagostino JR, who also goes by Daniel Salvatore D'agostino, Dan S B Dagostino, Dan S Bodie Dagostino Jr, Dan S Bodie Dagostino, Daniel S Bodie Dagostino Jr, Daniel Salvatore Dagostino, is a registered financial professional currently at R.W.PRESSPRICH & CO. located in New York, New York.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 1994. Daniel has worked at 9 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Salvatore Dagostino JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2021 - Present
R.W.PRESSPRICH & CO.
Office #1: 445 Park Avenue Suite 16d, New York, NY 10022Office #2: 445 Park Avenue Suite 16d, New York, NY 10022June 1, 2017 - November 11, 2020
R.W.PRESSPRICH & CO.
April 8, 2010 - August 23, 2017
AMERITECH ADVISORS
December 17, 2009 - April 13, 2010
SOURCE CAPITAL GROUP, INC.
September 5, 2007 - January 14, 2009
THINKEQUITY LLC
July 25, 2001 - July 13, 2004
PUNK, ZIEGEL & COMPANY, L.P.
January 26, 2000 - June 14, 2001
BMO CAPITAL MARKETS CORP.
April 1, 1996 - August 5, 1997
SBC WARBURG DILLON READ INC.
August 18, 1994 - March 29, 1996
DRESDNER KLEINWORT WASSERSTEIN, LLC
February 8, 1994 - July 27, 1994
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 28
Date: 1/28/2010
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
R.W.PRESSPRICH & CO.
CRD#: 26460 / SEC#: , 8-42547
Contact information
FINRA licenses (25 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RAPPA, EDWARD JOSEPH | CHAIRMAN (04/2009) AND CHIEF EXECUTIVE OFFICER (04/1990) | 371101 |
| CALVO, JOSEPH ANTHONY JR | DIRECTOR (01/2006), SENIOR MANAGING DIRECTOR (10/2018), PRESIDENT (04/2009) AND CHIEF OPERATING OFFICER (04/2009) | 1391692 |
| CARROLL, JOHN EDWARD III | DIRECTOR (06/2009), SENIOR MANAGING DIRECTOR (10/2018) AND CHIEF ADMINISTRATIVE OFFICER (10/2021) | 2134481 |
| CAUMARTIN, RENAUD PHILIPPE | SENIOR MANAGING DIRECTOR | 3266876 |
| MILSTEIN, LAWRENCE JOSHUA | DIRECTOR (06/2009) AND SENIOR MANAGING DIRECTOR (10/2018) | 2279858 |
| BURNS, TIMOTHY LEE | SENIOR MANAGING DIRECTOR (10/2018), DIRECTOR, AND, CCO (07/2022) | 36429 |
| CHEN, WAYNE H | FINOP | 4779449 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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