Carlos N. Martin-donadio
Professional summary
Carlos Nicolas Martin-donadio, who also goes by Carlos N Martin, Carlos Nicholas Martin, Carlos Nicolas Martin, Carlos Nicolas Martin-donadio, Carlos Nicolas Martindonadio, is a registered financial professional currently at BCI SECURITIES, INC. located in Miami, Florida.
Carlos is registered as a RR (Registered Representative) and started their career in finance in 1995. Carlos has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Carlos Nicolas Martin-donadio's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2023 - Present
BCI SECURITIES, INC.
Office #1: 1450 Brickell Avenue Suite 2850, Miami, FL 33131October 17, 2018 - June 3, 2021
BRADESCO INVESTMENTS INC.
January 25, 2005 - May 24, 2018
CITIGROUP GLOBAL MARKETS INC.
July 20, 2000 - November 22, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
July 22, 1999 - February 22, 2000
CITIZENS SECURITIES, INC.
July 17, 1997 - July 28, 1999
GUARANTY BROKERAGE SERVICES, INC.
January 18, 1995 - May 13, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
BCI SECURITIES, INC.
CRD#: 168047 / SEC#: 801-121997, 8-69287
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/25/2023)
(4/18/2023)
(4/20/2023)
(4/19/2023)
(4/24/2023)
(4/25/2023)
(4/19/2023)
(4/20/2023)
(4/19/2023)
(4/25/2023)
(4/18/2023)
(4/24/2023)
(7/26/2023)
(4/19/2023)
(4/19/2023)
(4/20/2023)
(4/28/2023)
(4/18/2023)
(4/25/2023)
Exams
Series 7TO
Date: 11/17/2022
General Securities Representative ExaminationFINRA
Current Firm
BCI SECURITIES, INC.
CRD#: 168047 / SEC#: 801-121997, 8-69287
Contact information
SEC notice filing (1 States and Territories)
FINRA licenses (23 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BANCO DE CREDITO E INVERSIONES, S.A. | SHAREHOLDER | |
| FOXX, TERESA PENNET | DIRECTOR | 2608603 |
| GARCIA NIETO, FRANCISCO JAVIER | DIRECTOR OF SALES | 6645468 |
| GROOM, PAMELA SNELL | CCO | 2870233 |
| MARTIN-DONADIO, CARLOS | CEO/DIRECTOR | 2550675 |
| MARTINEZ-LEJARZA, JUAN CARLOS | DIRECTOR | 6369051 |
| NODAR, MARIA EUGENIA | FINOP/PFO | 1660104 |
| SEGUNDO, JUAN ALBERTO | DIRECTOR | 6353039 |
| VEGA, MARIA GRISEL | DIRECTOR | 6235036 |
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 295,193,450 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
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Company Information
BCI SECURITIES, INC.
CRD#: 168047Miami, FL 33131TRUST BUT VERIFY
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