AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JC

James J. Crimi

Some features on this profile are disabled
CRD#: 2432789
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Joseph Crimi, who also goes by James Crimi, was a registered financial advisor .

James is a previously registered financial advisor and started their career in finance in 1994. James had worked at 16 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Crimi

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 29, 2014 - February 17, 2016

BLACKBOOK CAPITAL, LLC

BD
CRD#: 123234
New York, NY
Past

March 18, 2013 - January 30, 2015

LEGEND FINANCIAL MANAGEMENT

RIA
CRD#: 120978
NEW YORK, NY
Past

January 15, 2013 - October 21, 2014

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

February 4, 2011 - February 23, 2011

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

July 10, 2007 - July 23, 2009

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
NEW YORK, NY
Past

June 15, 2007 - June 25, 2007

WESTOR CAPITAL GROUP, INC.

BD
CRD#: 103823
NEW YORK, NY
Past

March 7, 2007 - April 25, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
STATEN ISLAND, NY
Past

January 29, 2007 - April 5, 2007

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 40096
NEW YORK, NY
Past

September 7, 2006 - January 19, 2007

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

November 22, 2002 - September 27, 2006

GRANTA CAPITAL GROUP LLC

BD
CRD#: 114657
NEW YORK, NY
Past

March 19, 2001 - November 18, 2002

THE THORNWATER COMPANY, L.P.

BD
CRD#: 36195
NEW YORK, NY
Past

November 11, 1998 - December 12, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

April 3, 1997 - October 6, 1998

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

October 22, 1996 - January 2, 1997

SMITH, BENTON & HUGHES, INC.

BD
CRD#: 20877
LOS ANGELES, CA
Past

August 18, 1995 - October 23, 1996

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

March 10, 1994 - July 11, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/19/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BLACKBOOK CAPITAL, LLC
BLACKBOOK CAPITAL LLC | PHOENIX SECURITIES, INC. | FRANKLIN CHRISTOPHER INVESTMENTS LLC | FRANKLIN CHRISTOPHER INVESTMENT BANKERS, INC. | ET SECURITIES, INC. | BLACKBOOK CAPITAL, LLC | BLACKBOOK CAPITAL, INC.

CRD#: 123234 / SEC#: , 8-65577

BD
Terminated by SEC on 08/20/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OGELE, FRANKLIN IHENDUCEO, PRESIDENT, FINOP, CCO2197820
APEX HOMES, INCMEMBER

Disclosures


Regulatory Event4
Arbitration1
Judgment/Lien1

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


BLACKBOOK CAPITAL, LLC

CRD#: 123234

TRUST BUT VERIFY

Monitor James Crimi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics