Theodore J. Gillman
Professional summary
Theodore Jones Gillman, who also goes by Ted Gillman, Theodore J Gillman, is a registered financial advisor currently at CRITO CAPITAL ADVISERS LLC located in Westport, Connecticut and CRITO CAPITAL LLC located in New York, New York.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Theodore has worked at 7 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 50, Series 79, Series 7, Series 54 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Jones Gillman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2024 - Present
CRITO CAPITAL ADVISERS LLC
Office #1: 8 Wright Street Suite 107, Westport, CT 06880November 20, 2012 - Present
CRITO CAPITAL LLC
Office #1: 45 Rockefeller Plaza Suite 2000, New York, NY 10111Office #2: 8 Wright Street Suite 107, Westport, CT 06880Office #3: 8 Wright Street Suite 107, Westport, CT 06880October 26, 2021 - August 27, 2024
CRITO CAPITAL LLC
September 7, 2011 - September 23, 2013
INTEGRAL WEALTH SECURITIES LLC
August 5, 2004 - January 9, 2006
DAVIS DISTRIBUTORS, LLC
March 25, 2003 - April 1, 2004
FA ASSET MANAGEMENT INC.
March 24, 2003 - April 1, 2004
GLEACHER & COMPANY SECURITIES, INC.
July 12, 1994 - March 11, 2003
LAZARD FRERES & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/12/2019)
(9/11/2019)
(1/2/2013)
(8/27/2024)
(1/2/2018)
(7/24/2019)
(7/23/2015)
(9/23/2019)
(6/3/2021)
(1/21/2025)
(4/17/2013)
(12/2/2024)
(5/6/2021)
(6/9/2020)
(5/2/2021)
(9/2/2021)
(5/20/2021)
(4/16/2015)
(6/4/2020)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CRITO CAPITAL ADVISERS LLC
CRD#: 330570 / SEC#:
Contact information
Red Flags
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Company Information
CRITO CAPITAL ADVISERS LLC
CRD#: 330570Westport, CT 06880TRUST BUT VERIFY
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