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Brian N. Desjourdy

GREEN PIER FINTECH LLC
Boston, MA 02210
Some features on this profile are disabled
CRD#: 2520622
BD

Professional summary


Brian Neil Desjourdy, who also goes by Brian N Desjourdy, Brian Desjourdy, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian N Desjourdy | Brian Desjourdy

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 Brian Neil Desjourdy'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

July 26, 2024 - Present

GREEN PIER FINTECH LLC

Office #1: 245 Summer Street V3a, Boston, MA 02210
BD
CRD#: 313305
Boston, MA
Past

June 29, 2020 - August 2, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

October 10, 2007 - August 2, 2024

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

November 24, 2006 - August 21, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 29, 2005 - July 14, 2006

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

August 3, 1999 - December 31, 2005

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

April 20, 1998 - June 14, 1999

HEARTLAND SECURITIES CORP.

BD
CRD#: 43201
EDISON, NJ
Past

April 15, 1997 - May 1, 1998

ICAPITAL MARKETS LLC

BD
CRD#: 5209
OMAHA, NE
Past

September 28, 1994 - February 14, 1996

ICAPITAL MARKETS LLC

BD
CRD#: 5209
OMAHA, NE

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: 10/6/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/23/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

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)
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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
# of Employees

FINRA licenses (53 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#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
DESJOURDY, BRIANVP STRATEGY2520622
HOLMES, GARYCHIEF COMPLIANCE OFFICER3171812
MORAN, EDWARD MICHAELPRINCIPAL OPERATIONS OFFICER1273715
PRICE, MATTHEWCHIEF EXECUTIVE OFFICER1417511
SMITH, JORDANPRINCIPAL FINANCIAL OFFICER6534026
WEAVER, BRYAN ROBERTCHIEF LEGAL OFFICER2933941

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


GREEN PIER FINTECH LLC

CRD#: 313305Boston, MA 02210

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