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

Richard S. Illeck

Some features on this profile are disabled
CRD#: 254712
RI

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.

Richard Stuart Illeck, who also goes by Richard S Illeck, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1967. Richard had worked at 10 firms and has passed the Series 63, Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard S Illeck

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

October 12, 2005 - May 21, 2012

VIEWTRADE SECURITIES, INC.

BD
CRD#: 46987
LORDS VALLEY, PA
Past

September 9, 2003 - December 21, 2005

VIEWTRADE FINANCIAL

BD
CRD#: 47116
BOCA RATON, FL
Past

November 25, 2002 - November 10, 2003

VIEWTRADE SECURITIES, INC.

BD
CRD#: 46987
BOCA RATON, FL
Past

October 25, 1988 - November 27, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

October 1, 1987 - November 3, 1988

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

October 7, 1986 - October 6, 1987

OUTWATER & WELLS, INC.

BD
CRD#: 2959
Past

July 1, 1985 - October 23, 1986

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

September 2, 1983 - July 16, 1985

KOBRIN SECURITIES, INC.

BD
CRD#: 10204
Past

August 31, 1976 - December 9, 1983

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

November 4, 1974 - September 26, 1976

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621
Past

June 10, 1967 - December 1, 1974

MAYFLOWER SECURITIES CO., INC.

BD
CRD#: 562

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: 11/14/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/16/1967
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 4/16/1973
General Securities Principal Examination

Current Firm


VS
VIEWTRADE SECURITIES, INC.
VIEWTRADE SECURITIES LLC | VIEWTRADE SECURITIES, INC.

CRD#: 46987 / SEC#: , 8-51605

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Mailing Address
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Phone number
(561) 620-0306
Established
Delaware since 03/17/2000
Firm type
Corporation
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#
VIEWTRADE HOLDING CORPORATIONSHAREHOLDER
DEIHL, MEGAN KOCZAKCHIEF FINANCIAL OFFICER2895988
FORD, MARK ALANCHIEF COMPLIANCE OFFICER1913958
PINHEIRO, DESIREE LEECHIEF OPERATIONS OFFICER4444808
ROSEN, STEVEN ALLENSROP1428637
STCLAIR, JAMES JOSEPH JRPRESIDENT1550599

Disclosures


Regulatory Event18
Arbitration1

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


VIEWTRADE SECURITIES, INC.

CRD#: 46987

TRUST BUT VERIFY

Monitor Richard Illeck

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
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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