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Gregory Mesniaeff

KINGSWOOD CAPITAL PARTNERS
New York, NY 10022
Some features on this profile are disabled
CRD#: 2480518
GM

Professional summary


Gregory Mesniaeff, who also goes by Greg Mesniaeff, is a registered financial professional currently at KINGSWOOD CAPITAL PARTNERS, LLC located in New York, New York.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1994. Gregory has worked at 14 firms and has passed the Series 63, Series 79TO, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Mesniaeff

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 Gregory Mesniaeff's CRS (Customer Relationship Summary).
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

May 21, 2024 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 126 E 56th St 22nd Fl, New York, NY 10022
BD
CRD#: 288898
New York, NY
Past

November 11, 2019 - January 25, 2024

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

December 2, 2018 - November 6, 2019

OBERON SECURITIES, LLC

BD
CRD#: 132598
NEW YORK, NY
Past

May 12, 2015 - January 23, 2018

DREXEL HAMILTON, LLC

BD
CRD#: 143570
NEW YORK, NY
Past

February 3, 2014 - March 3, 2015

THE VERTICAL GROUP

BD
CRD#: 104353
RED BANK, NJ
Past

May 15, 2012 - April 16, 2013

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

June 21, 2011 - February 6, 2012

KAUFMAN BROS., L.P.

BD
CRD#: 37909
NEW YORK, NY
Past

March 22, 2011 - June 22, 2011

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

September 29, 2010 - November 11, 2010

UPHOLD SECURITIES INC.

BD
CRD#: 34071
NEW YORK, NY
Past

October 21, 2005 - September 17, 2010

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY
Past

July 2, 2003 - June 13, 2005

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

April 24, 2002 - June 10, 2003

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA
Past

July 27, 2001 - December 13, 2001

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

June 11, 1996 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

July 29, 1994 - June 4, 1996

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

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
(5/21/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/21/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/11/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


KC
KINGSWOOD CAPITAL PARTNERS, LLC
CHALICE CAPITAL PARTNERS, LLC | KINGSWOOD INVESTMENTS | KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898 / SEC#: , 8-69967

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Phone number
(800) 535-6981
Established
Nevada since 10/26/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KINGSWOOD US, LLCMEMBER
ALSORAIMI, MOHAMEDCCO5319490
GOLDEN, JAIME GALIONEPRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS2946822
NESSIM, MICHAEL HASKELCEO2573543
PITKOFF, DAVID JONATHANCFO2822280
RAYEVSKIY, VALERIY PCOO5788810
ROMERO, MONIQUE VICTORIAFINOP6712654
WILDER, JEREMY MATHEWCHIEF LEGAL OFFICER7080690

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


KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898New York, NY 10022

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