AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GS

George A. Schmilinsky

Some features on this profile are disabled
CRD#: 2544599
GS

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.

George Al Schmilinsky JR, who also goes by George Al Feldman, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1999. George had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Al Feldman

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 2, 2017 - May 18, 2017

CHEEVERS & COMPANY, LLC

BD
CRD#: 31312
CHICAGO, IL
Past

March 16, 2012 - October 3, 2019

PENSERRA SECURITIES, LLC

BD
CRD#: 145994
ORINDA, CA
Past

August 13, 2009 - August 22, 2011

TAILOR RESEARCH, LLC

RIA
CRD#: 147774
WALNUT CREEK, CA
Past

October 13, 2008 - August 16, 2010

ISLAND TRADING

BD
CRD#: 111468
SAN FRANCISCO, CA
Past

November 8, 2005 - June 4, 2007

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

July 16, 2004 - March 7, 2006

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
INDEPENDENCE, OH
Past

May 9, 2002 - December 16, 2002

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

March 29, 2000 - April 30, 2002

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

June 4, 1999 - March 27, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
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
IAR
Series 65
Date: 5/4/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2004
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


C&
CHEEVERS & COMPANY, LLC
CHEEVERS & CO | CHEEVERS AND COMPANY, INCORPORATED | CHEEVERS & COMPANY, LLC | CHEEVERS & COMPANY INC. | CHEEVERS & CO., INC.

CRD#: 31312 / SEC#: , 8-29716

BD
Terminated by SEC on 07/21/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 12/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PENSERRA FINANCIAL VENTURES, LLCOWNER
MADRIGAL, GEORGECHIEF EXECUTIVE OFFICER3204950
PETERSON, RYAN L.CCO5640224
SCHMILINSKY, GEORGE AL JRFINOP2544599

Disclosures


Regulatory Event5

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


CHEEVERS & COMPANY, LLC

CRD#: 31312

TRUST BUT VERIFY

Monitor George Schmilinsky

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics