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JS

Jeffrey S. Smith

VELOCITY CAPITAL
NEW YORK, NY 10038
Some features on this profile are disabled
CRD#: 2492551
JS

Professional summary

Jeffrey Scott Smith, who also goes by Jeff Smith, is a registered financial professional currently at VELOCITY CAPITAL, LLC located in New York, New York and GOLD STREET CAPITAL, LLC located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1994. Jeffrey has worked at 14 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Smith

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 Jeffrey Scott Smith'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

February 25, 2020 - Present

VELOCITY CAPITAL, LLC

Office #1: 199 Water Street 8th Floor, New York, NY 10038Office #2: 199 Water Street 8th Floor, New York, NY 10038
BD
CRD#: 171810
NEW YORK, NY
Current

August 9, 2023 - Present

GOLD STREET CAPITAL, LLC

Office #1: 199 Water Street 8th Floor, New York, NY 10038
BD
CRD#: 282643
NEW YORK, NY
Current

September 11, 2024 - Present

MOMENTIX CAPITAL, INC.

Office #1: 1 Bethany Road Suite 36, Hazlet, NJ 07730
BD
CRD#: 20130
Hazlet, NJ
Past

February 26, 2020 - March 16, 2021

VELOCITY CLEARING, LLC

BD
CRD#: 126588
HAZLET, NJ
Past

August 11, 2017 - February 28, 2020

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
NEW YORK, NY
Past

August 5, 2015 - April 28, 2017

QUASAR TRADING, LLC

BD
CRD#: 151974
SAN JUAN, PR
Past

September 9, 2014 - June 11, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

April 15, 2011 - August 8, 2014

QUASAR TRADING, LLC

BD
CRD#: 151974
SAN JUAN, PR
Past

July 13, 2009 - March 9, 2010

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
JERSEY CITY, NJ
Past

September 14, 2007 - November 20, 2008

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

May 21, 2004 - December 19, 2006

TAFFERER TRADING, LLC

BD
CRD#: 36816
MORRISTOWN, NJ
Past

November 15, 1996 - May 14, 1998

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

July 28, 1995 - February 20, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 13, 1994 - May 18, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

July 12, 1994 - August 25, 1994

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
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
Puerto Rico
(5/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 6/16/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 5/20/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 6/23/2025
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/28/2009
General Securities Principal Examination
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market

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)
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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#: 20130New York, NY 10038

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