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PB

Peter C. Bodnar

NEWBRIDGE SECURITIES
PORT JEFFERSON, NY 11766
Some features on this profile are disabled
CRD#: 2627355
PB

Professional summary

Peter Cary Bodnar is a registered financial professional currently at NEWBRIDGE SECURITIES CORPORATION located in Port Jefferson, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1996. Peter has worked at 14 firms and has passed the Series 63, SIE and Series 7 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 Peter Cary Bodnar'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

February 25, 2019 - Present

NEWBRIDGE SECURITIES CORPORATION

Office #1: 320 Main Street 2nd Floor, Port Jefferson, NY 11766
BD
CRD#: 104065
PORT JEFFERSON, NY
Past

June 1, 2018 - March 15, 2019

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
MINEOLA, NY
Past

January 21, 2016 - May 31, 2018

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
Miller Place, NY
Past

October 29, 2007 - January 25, 2016

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
MILLER PLACE, NY
Past

July 27, 2007 - October 29, 2007

WFG INVESTMENTS, INC.

BD
CRD#: 22704
ROCKY POINT, NY
Past

March 1, 2006 - August 15, 2007

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
ISLANDIA, NY
Past

April 27, 2005 - March 6, 2006

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

March 8, 2005 - April 28, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

September 4, 2003 - March 17, 2005

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

August 22, 2002 - September 4, 2003

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

April 3, 2002 - September 6, 2002

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

February 16, 2001 - March 26, 2002

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

April 17, 1997 - February 6, 2001

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, NY
Past

September 25, 1996 - April 16, 1997

PRESTON LANGLEY ASSET MANAGEMENT, INC.

BD
CRD#: 35733
NEW YORK, NY
Past

February 9, 1996 - September 20, 1996

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, 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
California
(3/18/2019)
RR
Colorado
(7/20/2020)
RR
Connecticut
(6/18/2025)
RR
District of Columbia
(12/21/2020)
RR
Florida
(3/11/2019)
RR
Georgia
(3/18/2019)
RR
Iowa
(3/18/2019)
RR
Maryland
(3/18/2019)
RR
Massachusetts
(3/20/2019)
RR
Minnesota
(3/19/2019)
RR
New Jersey
(3/15/2019)
RR
New York
(2/25/2019)
RR
North Carolina
(3/18/2019)
RR
Pennsylvania
(10/1/2021)
RR
Texas
(6/16/2022)
RR
Virginia
(3/11/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/8/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

NS
NEWBRIDGE SECURITIES CORPORATION
LUDWIG INVESTMENTS, INC. | NEWBRIDGE SECURITIES CORPORATION | NEWBRIDGE SECURITIES CORP.

CRD#: 104065 / SEC#: , 8-52538

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

Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Mailing Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Phone number
(954) 334-3450
Established
Virginia since 12/17/1997
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#
NEWBRIDGE FINANCIAL INC.OWNER
BUDDIE, GIOVINA ANNFINOP/COO/ TREASURER/PRINCIPAL OPERATIONS OFFICER1997691
CASOLARO, THOMAS JOSEPHCO-CEO & CHAIRMAN1812805
CHAMPION, CHAD DANASENIOR MANAGING DIRECTOR, HEAD OF INVESTMENT BANKING AND EQUITY CAPITAL MARKETS3038162
ROBLES, VICTOR MANUELFINOP/CHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER4490918
SLAVIK, RICHARD WAYNECHIEF COMPLIANCE OFFICER2122910
SPITLER, ROBERT PENDELTONCO-CEO/FINOP/CHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER4050312

Disclosures

Regulatory Event33
Arbitration4

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

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065Port Jefferson, NY 11766

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