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Moshe Binyamin Engelsohn

WEBULL FINANCIAL
New York, NY
·CRD# 2504044·31 years experience

Professional Summary

Moshe Binyamin Engelsohn, who also goes by Mosle Binyamin Engelschn, Moshe Binyamin Engelscohn, Moshe Binyamin Engelsohn, Moshe Engelsohn, is a registered financial advisor currently at WEBULL FINANCIAL LLC located in New York, New York. Moshe is registered as a RR (Registered Representative) and started their career in finance in 1995. Moshe has worked at 15 firms and has passed the Series 63, Series 52TO, Series 99TO, Series 57TO, SIE, Series 55, Series 3, Series 7,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mosle Binyamin Engelschn, Moshe Binyamin Engelscohn, Moshe Binyamin Engelsohn, Moshe Engelsohn

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

WEBULL FINANCIAL LLC·CRD# 289063
BD
44 Wall Street 2nd Floor, New York, NY 10005
March 17, 2022 - Present
CSNR SERVICES, LLC·CRD# 282085
BD
St. Thomas, VI
October 7, 2021 - March 7, 2022
CLEAR STREET LLC·CRD# 288933
BD
New York, NY
April 18, 2018 - March 7, 2022
SUMMIT SECURITIES GROUP LLC·CRD# 159283
BD
New York, NY
May 2, 2016 - March 7, 2022
WORLD-XECUTION STRATEGIES·CRD# 134645
BD
New York, NY
June 11, 2014 - December 31, 2015
CLEARPOOL EXECUTION SERVICES, LLC·CRD# 168490
BD
New York, NY
April 8, 2014 - May 18, 2016
PSG EXECUTIONS, INC.·CRD# 119564
BD
Fort Lee, NJ
July 24, 2007 - July 24, 2014
PRINCETON SECURITIES GROUP, LLC·CRD# 41233
BD
Chicago, IL
July 24, 2007 - July 24, 2014
FIS BROKERAGE & SECURITIES SERVICES LLC·CRD# 104162
BD
New York, NY
May 31, 2007 - July 24, 2007
KNIGHT CAPITAL MARKETS LLC·CRD# 38379
BD
Jersey City, NJ
March 5, 2004 - April 27, 2007
KNIGHT CAPITAL AMERICAS, L.P.·CRD# 38599
BD
Jersey City, NJ
January 30, 2004 - April 27, 2007
PALOMA SECURITIES L.L.C.·CRD# 24234
BD
Greenwich, CT
February 3, 2003 - February 2, 2004
RAMIUS SECURITIES LLC·CRD# 41076
BD
New York, NY
April 10, 2000 - January 29, 2003
D.E. SHAW SECURITIES, L.L.C.·CRD# 24332
BD
New York, NY
February 18, 1998 - April 3, 2000
D. E. SHAW INVESTMENTS, L.P.·CRD# 22786
BD
New York, NY
March 30, 1995 - April 3, 2000

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Current Firm

WF
WEBULL FINANCIAL LLC

WEBULL FINANCIAL LLC

CRD#: 289063 / SEC#: 8-69978
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

44 Wall Street 2nd Floor, New York, NY 10005

Mailing Address

44 Wall Street 2nd Floor, New York, NY 10005

Phone Number

(929) 484-0816

Established

Delaware since 05/24/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEBULL HOLDINGS (US) INC.OWNER/ MANAGING MEMBER—
BLAS, ANTHONY MICHAELCHIEF COMPLIANCE OFFICER6480360
CONSTANTINO, MICHAEL JAMESCHIEF OPERATIONS OFFICER4237527
DENIER, ANTHONY MICHAELCHIEF EXECUTIVE OFFICER3260208
ENGELSOHN, MOSHE BINYAMINFINOP / CHIEF FINANCIAL OFFICER2504044

Disclosures

Regulatory Event

6

Arbitration

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1995About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Mar 2000

Series 3 — National Commodity Futures Examination

Passed Jul 1998About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Mar 1995About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Jan 2018About the Series 53 exam

Series 27 — Financial and Operations Principal Examination

Passed Jun 2010About the Series 27 exam

Series 4 — Registered Options Principal Examination

Passed Jul 2009About the Series 4 exam

Series 14 — Compliance Officer Examination

Passed Jun 2009About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Oct 1999About the Series 24 exam
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
MEMX LLC
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Moshe Binyamin Engelsohn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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