Moshe B. Engelsohn

WEBULL FINANCIAL LLC

New York, NY 10005

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CRD#: 2504044

Professional summary

Moshe Binyamin Engelsohn, who also goes by Mosle Binyamin Engelschn, Moshe Binyamin Engelscohn, Moshe Binyamin Engelsohn, Moshe Engelsohn, is a registered financial professional 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, Series 53, Series 27, Series 4, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mosle Binyamin Engelschn | Moshe Binyamin Engelscohn | Moshe Binyamin Engelsohn | Moshe Engelsohn

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 Moshe Binyamin Engelsohn'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

March 17, 2022 - Present

WEBULL FINANCIAL LLC

Office #1: 44 Wall Street 2nd Floor, New York, NY 10005

CRD#: 289063

New York, NY

Past

October 7, 2021 - March 7, 2022

CSNR SERVICES, LLC

CRD#: 282085

ST. THOMAS, VI

Past

April 18, 2018 - March 7, 2022

CLEAR STREET LLC

CRD#: 288933

New York, NY

Past

May 2, 2016 - March 7, 2022

SUMMIT SECURITIES GROUP LLC

CRD#: 159283

NEW YORK, NY

Past

June 11, 2014 - December 31, 2015

WORLD-XECUTION STRATEGIES

CRD#: 134645

NEW YORK, NY

Past

April 8, 2014 - May 18, 2016

CLEARPOOL EXECUTION SERVICES, LLC

CRD#: 168490

New York, NY

Past

July 24, 2007 - July 24, 2014

PSG EXECUTIONS, INC.

CRD#: 119564

FORT LEE, NJ

Past

July 24, 2007 - July 24, 2014

PRINCETON SECURITIES GROUP, LLC

CRD#: 41233

CHICAGO, IL

Past

May 31, 2007 - July 24, 2007

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

NEW YORK, NY

Past

March 5, 2004 - April 27, 2007

KNIGHT CAPITAL MARKETS LLC

CRD#: 38379

JERSEY CITY, NJ

Past

January 30, 2004 - April 27, 2007

KNIGHT CAPITAL AMERICAS, L.P.

CRD#: 38599

JERSEY CITY, NJ

Past

February 3, 2003 - February 2, 2004

PALOMA SECURITIES L.L.C.

CRD#: 24234

GREENWICH, CT

Past

April 10, 2000 - January 29, 2003

RAMIUS SECURITIES LLC

CRD#: 41076

NEW YORK, NY

Past

February 18, 1998 - April 3, 2000

D.E. SHAW SECURITIES, L.L.C.

CRD#: 24332

NEW YORK, NY

Past

March 30, 1995 - April 3, 2000

D. E. SHAW INVESTMENTS, L.P.

CRD#: 22786

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

Series 63

Date: 3/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 3/15/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 3

Date: 7/21/1998

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/29/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/23/2018

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 6/29/2010

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 4

Date: 7/8/2009

Registered Options Principal Examination

Principal/Supervisory Exam

Series 14

Date: 6/16/2009

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/1999

General Securities Principal Examination

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

WEBULL FINANCIAL LLC

CRD#: 289063 / SEC#: , 8-69978

Broker-Dealer Firm Regulated by FINRA (New York district office)

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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

(917) 725-2448

Established

Delaware since 05/24/2017

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WEBULL HOLDINGS (US) INC.	OWNER/ MANAGING MEMBER
DENIER, ANTHONY MICHAEL	CHIEF EXECUTIVE OFFICER	3260208
ENGELSOHN, MOSHE BINYAMIN	FINOP / CHIEF FINANCIAL OFFICER	2504044
KEATING, JOHN	CHIEF COMPLIANCE OFFICER	7087074
LU, SHEN	CHIEF OPERATING OFFICER	4640530

Disclosures

Regulatory Event	5
Arbitration	1

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.

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Advisor Monitoring

Firm Stability Insights

Moshe B. Engelsohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

CSNR SERVICES, LLC

CLEAR STREET LLC

SUMMIT SECURITIES GROUP LLC

WORLD-XECUTION STRATEGIES

CLEARPOOL EXECUTION SERVICES, LLC

PSG EXECUTIONS, INC.

PRINCETON SECURITIES GROUP, LLC

FIS BROKERAGE & SECURITIES SERVICES LLC

KNIGHT CAPITAL MARKETS LLC

KNIGHT CAPITAL AMERICAS, L.P.

PALOMA SECURITIES L.L.C.

RAMIUS SECURITIES LLC

D.E. SHAW SECURITIES, L.L.C.

D. E. SHAW INVESTMENTS, L.P.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/30/1995

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 3/15/2000

Series 3

Date: 7/21/1998

Series 7

Date: 3/29/1995

Series 53

Date: 1/23/2018

Series 27

Date: 6/29/2010

Series 4

Date: 7/8/2009

Series 14

Date: 6/16/2009

Series 24

Date: 10/19/1999

Cboe EDGX Exchange, Inc.

FINRA

NYSE American LLC

NYSE Arca, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

WEBULL FINANCIAL LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WEBULL FINANCIAL LLC

TRUST BUT VERIFY

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