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AM

Anthony Minerva

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CRD#: 2557946
AM

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.

Anthony Minerva was a registered financial advisor .

Anthony is a previously registered financial advisor and started their career in finance in 1997. Anthony had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

December 9, 2015 - April 21, 2016

RICHARD JAMES & ASSOCIATES, INC.

BD
CRD#: 169131
SYOSSET, NY
Past

February 1, 2013 - April 5, 2013

LEGEND FINANCIAL MANAGEMENT

RIA
CRD#: 120978
ROCKVILLE CENTRE, NY
Past

January 2, 2013 - September 1, 2015

J.D. NICHOLAS & ASSOCIATES, INC.

BD
CRD#: 44791
SYOSSET, NY
Past

July 23, 2012 - January 7, 2013

LEGEND SECURITIES, INC.

BD
CRD#: 44952
ROCKVILLE CENTRE, NY
Past

September 20, 2010 - July 18, 2012

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
ROCKVILLE CENTRE, NY
Past

September 12, 2008 - October 19, 2010

J.D. NICHOLAS & ASSOCIATES, INC.

BD
CRD#: 44791
SYOSSET, NY
Past

March 22, 2005 - October 9, 2008

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
WESTBURY, NY
Past

June 15, 2004 - April 19, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

November 18, 2003 - April 27, 2004

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

July 24, 2000 - October 20, 2003

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

August 6, 1997 - July 21, 2000

CARL H. PFORZHEIMER & CO.

BD
CRD#: 3024
NEW YORK, NY
Past

March 12, 1997 - July 15, 1997

DOUGLAS & CO. MUNICIPALS, INC.

BD
CRD#: 7176
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: 8/26/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/7/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RJ
RICHARD JAMES & ASSOCIATES, INC.
RICHARD JAMES & ASSOCIATES, INC.

CRD#: 169131 / SEC#: , 8-69352

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
2 Roosevelt Ave. Ste 102, Syosset, NY 11791
Mailing Address
2 Roosevelt Ave. Ste 102, Syosset, NY 11791
Phone number
(516) 200-3174
Established
New York since 08/14/2013
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 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#
WINDERMERE ENTERPRISES, LLCSHAREHOLDER
FLORIO, PHILIPCCO/CEO2377440
HALPERN, BARBARA DIANEFINOP711919

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


RICHARD JAMES & ASSOCIATES, INC.

CRD#: 169131

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