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Brian Neil Desjourdy

GREEN PIER FINTECH
BOSTON, MA
·CRD# 2520622·32 years experience

Professional Summary

Brian Neil Desjourdy, who also goes by Brian N Desjourdy, Brian Desjourdy, is a registered financial advisor currently at GREEN PIER FINTECH LLC located in Boston, Massachusetts. Brian is registered as a RR (Registered Representative) and started their career in finance in 1994. Brian has worked at 8 firms and has passed the Series 63, Series 57TO, Series 99TO, Series 52TO, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian N Desjourdy, Brian Desjourdy

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

32 years in the financial services industry

Current & Past Employments

GREEN PIER FINTECH LLC·CRD# 313305
BD
200 Seaport Blvd, Boston, MA 02210
July 26, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Boston, MA
June 29, 2020 - August 2, 2024
NATIONAL FINANCIAL SERVICES LLC·CRD# 13041
BD
Boston, MA
October 10, 2007 - August 2, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 24, 2006 - August 21, 2007
E*TRADE SECURITIES LLC·CRD# 29106
BD
Jersey City, NJ
June 29, 2005 - July 14, 2006
LIGHTSPEED PROFESSIONAL TRADING LLC·CRD# 39293
BD
New York, NY
August 3, 1999 - December 31, 2005
HEARTLAND SECURITIES CORP.·CRD# 43201
BD
Edison, NJ
April 20, 1998 - June 14, 1999
ICAPITAL MARKETS LLC·CRD# 5209
BD
Omaha, NE
April 15, 1997 - May 1, 1998
ICAPITAL MARKETS LLC·CRD# 5209
BD
Omaha, NE
September 28, 1994 - February 14, 1996

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Current Firm

GP
GREEN PIER FINTECH LLC

GREEN PIER FINTECH LLC

CRD#: 313305 / SEC#: 8-70700
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

245 Summer Street V3a, Boston, MA 02210

Mailing Address

245 Summer Street V3a, Boston, MA 02210

Phone Number

(617) 563-7000

Established

Delaware since 02/05/2020

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#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER—
ALBERTELLI, ALYSSA ANNINTERIM CHIEF COMPLIANCE OFFICER6091317
DESJOURDY, BRIANVP STRATEGY2520622
MORAN, EDWARD MICHAELPRINCIPAL OPERATIONS OFFICER1273715
PRICE, MATTHEWCHIEF EXECUTIVE OFFICER1417511
SMITH, JORDANPRINCIPAL FINANCIAL OFFICER6534026
WEAVER, BRYAN ROBERTCHIEF LEGAL OFFICER2933941

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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 Oct 1994About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed May 2003About the Series 3 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Nov 1999

Series 7 — General Securities Representative Examination

Passed Sep 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 1998About the Series 24 exam
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Brian Neil Desjourdy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BD
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