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

Frank V. Giancola

Some features on this profile are disabled
CRD#: 2439783
FG

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.

Frank Vincent Giancola, who also goes by Frank Giancola, was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1994. Frank had worked at 19 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank Giancola

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

August 23, 2017 - June 5, 2019

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
HAZLET, NJ
Past

June 11, 2015 - September 3, 2015

ARIVE CAPITAL MARKETS

BD
CRD#: 8060
Iselin, NJ
Past

February 20, 2015 - June 18, 2015

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
STATEN ISLAND, NY
Past

May 21, 2013 - October 24, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
RED BANK, NJ
Past

April 30, 2012 - May 20, 2013

LEGEND SECURITIES, INC.

BD
CRD#: 44952
STATEN ISLAND, NY
Past

May 16, 2005 - October 14, 2005

GLB TRADING, INC

BD
CRD#: 125363
CHICAGO, IL
Past

January 28, 2003 - April 19, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

April 2, 2002 - December 4, 2002

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 30, 2002 - March 12, 2002

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

September 6, 2000 - October 18, 2000

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

November 10, 1999 - July 28, 2000

KLEIN, MAUS & SHIRE INC.

BD
CRD#: 20527
NEW YORK, NY
Past

June 3, 1999 - April 10, 2000

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 19628
DALLAS, TX
Past

April 30, 1999 - June 7, 1999

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

October 22, 1998 - December 8, 1998

ROSS SECURITIES CORP.

BD
CRD#: 30263
BOCA RATON, FL
Past

July 9, 1998 - July 14, 1998

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

October 3, 1996 - February 13, 1998

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

July 7, 1995 - October 15, 1996

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

March 27, 1995 - June 16, 1995

CRESSIDA CAPITAL, INC

BD
CRD#: 32352
NEW YORK, NY
Past

February 22, 1994 - May 3, 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
Series 63
Date: 5/25/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MOMENTIX CAPITAL, INC.
MOMENTIX CAPITAL, INC. | TRADERFIELD SECURITIES INC.

CRD#: 20130 / SEC#: , 8-38086

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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
1 Bethany Road Suite 36, Hazlet, NJ 07730
Mailing Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Phone number
(718) 554-6677
Established
New York since 06/05/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BDM PARTNERS LLCMAJOR SHAREHOLDER
LOONEY, TIMOTHY ANDREWFINOP2727098
MANDERSON, CRAIG MICHAELCEO2738654
SMITH, JEFFREY SCOTTCCO2492551

Disclosures


Regulatory Event5

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


MOMENTIX CAPITAL, INC.

CRD#: 20130

TRUST BUT VERIFY

Monitor Frank Giancola

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