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EK

Ernest S. Kaysen

ODEON CAPITAL GROUP LLC
New York, NY 10022
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CRD#: 2600545
EK

Professional summary


Ernest Scott Kaysen is a registered financial professional currently at ODEON CAPITAL GROUP LLC located in New York, New York.

Ernest is registered as a RR (Registered Representative) and started their career in finance in 1996. Ernest has worked at 8 firms and has passed the Series 63, Series 52TO, Series 82TO, Series 99TO, SIE, Series 7, Series 24 and Series 53 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) - BD


Click below to view Ernest Scott Kaysen'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

September 18, 2020 - Present

ODEON CAPITAL GROUP LLC

Office #1: 750 Lexington Avenue, New York, NY 10022
BD
CRD#: 148493
New York, NY
Past

May 7, 2009 - September 18, 2020

CROSS POINT CAPITAL LLC

BD
CRD#: 136223
CHARLOTTE, NC
Past

March 27, 2009 - April 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLOTTE, NC
Past

February 21, 2002 - April 1, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC
Past

October 1, 1999 - November 15, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 18, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

August 31, 1998 - March 4, 1999

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

July 15, 1996 - September 2, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/18/2020)
RR
California
(9/18/2020)
RR
Connecticut
(8/3/2021)
RR
Florida
(9/18/2020)
RR
Idaho
(6/6/2023)
RR
Iowa
(8/2/2021)
RR
Maryland
(9/18/2020)
RR
Massachusetts
(9/18/2020)
RR
Minnesota
(9/18/2020)
RR
Missouri
(9/18/2020)
RR
Nebraska
(9/18/2020)
RR
New Hampshire
(1/16/2024)
RR
New Jersey
(9/18/2020)
RR
New York
(9/18/2020)
RR
North Carolina
(9/18/2020)
RR
Ohio
(9/18/2020)
RR
Oklahoma
(9/18/2020)
RR
Pennsylvania
(9/18/2020)
RR
Texas
(9/18/2020)
RR
Washington
(9/18/2020)
RR
Wisconsin
(9/18/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


OC
ODEON CAPITAL GROUP LLC
ASTERISK CAPITAL LLC | TALON SECURITIES LLC | PBC ADVSIORS LLC | ODEON CAPITAL GROUP LLC | EAS ADVISORS

CRD#: 148493 / SEC#: , 8-68033

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
750 Lexington Avenue 27th Fl., New York, NY, 10022
Mailing Address
750 Lexington Avenue 27th Fl., New York, NY, 10022
Phone number
(212) 257-6970
Established
Delaware since 09/05/2008
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#
SCHWARTZBERG, EVANEXECUTIVE MEMBER, MANAGING DIRECTOR & GENERAL SECURITIES PRINCIPAL4577412
VAN ALSTYNE, MATHEW HADLOCKEXECUTIVE MEMBER, MANAGING DIRECTOR & GENERAL SECURITIES PRINCIPAL5616065
DORFMAN, AARON PAULFINOP/CFO/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER6158487
TOLLA, CHRISTOPHER JCHIEF COMPLIANCE OFFICER/CHIEF INFORMATION OFFICER5516420
WOLF, THOMAS MICHAELSVP/ROSFP4509850

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


ODEON CAPITAL GROUP LLC

CRD#: 148493New York, NY 10022

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