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SF

Steven D. Frankowitz

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CRD#: 2510441
SF

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.

Steven David Frankowitz, who also goes by Steven D Frankowitz, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1995. Steven had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven D Frankowitz

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

March 19, 2018 - June 6, 2019

DALMORE GROUP LLC

BD
CRD#: 136352
WOODMERE, NY
Past

November 18, 2014 - March 29, 2016

CHARDAN CAPITAL MARKETS LLC

BD
CRD#: 120128
NEW YORK, NY
Past

April 5, 2013 - October 23, 2013

CASIMIR CAPITAL L.P.

BD
CRD#: 105061
GREENWICH, CT
Past

February 23, 2009 - January 15, 2013

DALMORE GROUP LLC

BD
CRD#: 136352
WOODMERE, NY
Past

January 4, 2006 - March 20, 2009

CASIMIR CAPITAL L.P.

BD
CRD#: 105061
NEW YORK, NY
Past

May 24, 2005 - January 3, 2006

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
NEW YORK, NY
Past

September 5, 2000 - August 8, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

May 22, 1996 - March 5, 1999

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

June 21, 1995 - May 7, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 14, 1995 - June 26, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 65
Date: 9/11/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/3/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 31
Date: 7/21/1995
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


DG
DALMORE GROUP LLC
DALMORE GROUP LLC

CRD#: 136352 / SEC#: , 8-67002

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
525 Green Place, Woodmere, NY 11598
Mailing Address
525 Green Place, Woodmere, NY 11598
Phone number
(917) 887-1948
Established
New York since 04/07/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SEIDEL, OSCAR FRANCISCOPRESIDENT/CEO2328358
NEELY, KIMBERLY BETHFINOP2045019
SADLER, JOQUINN THOMASCCO2817763

Disclosures


Regulatory Event2

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


DALMORE GROUP LLC

CRD#: 136352

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