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SR

Sean T. Reidy

PUMA CAPITAL
Rye, NY 10580
Some features on this profile are disabled
CRD#: 2618463
SR

Professional summary


Sean Tim Reidy, who also goes by Sean Reidy, is a registered financial professional currently at PUMA CAPITAL, LLC located in Rye, New York.

Sean is registered as a RR (Registered Representative) and started their career in finance in 2008. Sean has worked at 5 firms and has passed the Series 63, Series 65, Series 57TO, Series 7TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean Reidy

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.
42 Upland Llc, 52 Upland LLC They are holding companies for residential rental properties. 69 Upland Ave , White Plains Ny 10604 President 1 hour a months spent on business on weekends I handle the finances for the rental property, collect rent and make sure property is maintained

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Sean Tim Reidy's 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

April 3, 2023 - Present

PUMA CAPITAL, LLC

Office #1: 555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
BD
CRD#: 146744
Rye, NY
Past

April 1, 2022 - January 31, 2023

ROCKEFELLER FINANCIAL LLC

RIA
CRD#: 291361
Stamford, CT
Past

April 1, 2022 - January 31, 2023

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
Stamford, CT
Past

May 4, 2021 - April 7, 2022

DOMINARI SECURITIES LLC

BD
CRD#: 18975
GREENWICH, CT
Past

November 10, 2020 - April 7, 2022

DOMINARI SECURITIES LLC

RIA
CRD#: 18975
GREENWICH, CT
Past

April 22, 2010 - June 15, 2010

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

June 20, 2008 - April 13, 2010

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY

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
New York
(4/3/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 1/29/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/10/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 10/28/2025
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/25/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PC
PUMA CAPITAL, LLC
PUMA CAPITAL, LLC

CRD#: 146744 / SEC#: , 8-67849

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


Main Address
555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
Mailing Address
555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
Phone number
(212) 269-4100
Established
Florida since 02/09/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
COUGAR FINANCIAL HOLDINGS LLCMEMBER
HB-PUMA, LLCMEMBER
GREENSTEIN, JOSHUA AARONCEO2522805
GROSS, MARC JONATHANCFO, FINOP2974706
GUTSHALL, MICHAEL SEELEYCCO2505395
HENCORP BECSTONE, LCMEMBER
TIMONY, PETER GERARDCOO3023008

Disclosures


Regulatory Event7

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


PUMA CAPITAL, LLC

CRD#: 146744Rye, NY 10580

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