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MV

Matthew Vogwill

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CRD#: 2508372
MV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Vogwill, who also goes by Matthew Walter Vogwill, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1994. Matthew had worked at 13 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew Walter Vogwill

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 9, 2015 - November 27, 2017

NEWOAK CAPITAL MARKETS LLC

BD
CRD#: 104063
NEW YORK, NY
Past

July 17, 2014 - September 29, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

July 27, 2011 - July 25, 2012

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

January 28, 2011 - May 9, 2011

OCEAN VIEW CAPITAL, LLC

BD
CRD#: 148616
RANCHO SANTA FE, CA
Past

January 20, 2009 - August 14, 2009

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

February 29, 2008 - August 14, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 11, 2005 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
MINNEAPOLIS, MN
Past

August 11, 2003 - October 20, 2004

MAY FINANCIAL CORPORATION

BD
CRD#: 3927
DALLAS, TX
Past

March 11, 2002 - September 6, 2002

MELVIN SPECIALISTS, L.L.C.

BD
CRD#: 34945
CHICAGO, IL
Past

October 12, 2000 - December 31, 2001

SERVICE ASSET MANAGEMENT COMPANY

BD
CRD#: 47157
AUSTIN, TX
Past

September 22, 1999 - December 15, 2000

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

July 29, 1998 - September 24, 1999

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

August 31, 1994 - July 1, 1998

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
RR
Series 63
Date: 6/1/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/18/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


NC
NEWOAK CAPITAL MARKETS LLC
GIORDANO - DELLA CAMERA SECURITIES LLC | NEWOAK CAPITAL MARKETS LLC | J. GIORDANO SECURITIES LLC | J. GIORDANO SECURITIES | J GIORDANO SECURITIES LLC | J GIORDANO SECURITIES GROUP | J GIORDANO SECURITIES | GIORDANO DELLACAMERA SECURITIES LLC

CRD#: 104063 / SEC#: , 8-52532

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


Main Address
3 Columbus Circle 15th Fl., New York, NY, 10019
Mailing Address
3 Columbus Circle 15th Fl., New York, NY, 10019
Phone number
(212) 209-0850
Established
Delaware since 12/30/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
NEWOAK SECURITIES HOLDINGS LLCMEMBER
COHEN, EDWARD BARRYPFO1029283
D'VARI, RONPOO4507652
D'VARI, RONCO-CHIEF COMPLIANCE OFFICER, ROSFP, AMLCO4507652
D'VARI, RONCEO4507652
DALISO, SALVATORE ANTHONYCO-CHIEF COMPLIANCE OFFICER, ROSFP, AMLCO710079

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


NEWOAK CAPITAL MARKETS LLC

CRD#: 104063

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