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SB

Steven C. Bender

BAADER HELVEA
New York, NY 10170
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CRD#: 2650187
SB

Professional summary


Steven Christopher Bender, who also goes by Steven Bender, is a registered financial professional currently at BAADER HELVEA INC. located in New York, New York and LIFESCI CAPITAL located in New York, New York.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1996. Steven has worked at 71 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 86, Series 87, Series 55, Series 7, Series 10, Series 9, Series 27, Series 28, Series 53, Series 14, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Bender

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 Steven Christopher Bender'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

August 10, 2010 - Present

BAADER HELVEA INC.

Office #1: 420 Lexington Avenue Suite 804, New York, NY 10170Office #2: 420 Lexington Avenue Suite 804, New York, NY 10170
BD
CRD#: 132007
New York, NY
Current

June 18, 2014 - Present

LIFESCI CAPITAL

Office #1: 1700 Broadway 40th Floor, New York, NY 10019
BD
CRD#: 168404
NEW YORK, NY
Current

August 4, 2016 - Present

BRYANT PARK CAPITAL SECURITIES, INC.

Office #1: 161 Washington St., Suite 310, Conshohocken, PA 19428Office #2: 161 Washington St., Suite 310, Conshohocken, PA 19428
BD
CRD#: 20433
Conshohocken, PA
Current

August 25, 2017 - Present

VISIONS ANALYSIS LLC

Office #1: 24 Mckinley Avenue, Endicott, NY 13760Office #2: 24 Mckinley Avenue, Endicott, NY 13760
BD
CRD#: 286678
Endicott, NY
Current

March 30, 2020 - Present

TRADIER BROKERAGE, INC.

Office #1: 3420 Toringdon Way Suite 300, Charlotte, NC 28277Office #2: 3420 Toringdon Way Suite 300, Charlotte, NC 28277
BD
CRD#: 104982
Charlotte, NC
Current

April 21, 2021 - Present

ROSE & CO. CAPITAL ADVISORS, LLC

Office #1: 445 Park Avenue Suite 700, New York, NY 10022
BD
CRD#: 168274
NEW YORK, NY
Current

October 8, 2021 - Present

CONDUENT SECURITIES, LLC

Office #1: 2847 Long Branch Road, Spencer, TN 38585
BD
CRD#: 135474
SPENCER, TN
Current

December 1, 2022 - Present

TRADE CAPITAL MARKETS (TCM) NORTH AMERICA LLC

Office #2: 208 Potters Bluff Drive Apt 203, Panama City Beach, FL 32407
BD
CRD#: 316822
Ft Mill, SC
Current

December 22, 2023 - Present

MODERN PRIVATE EQUITY PARTNERS, LLC

Office #1: 2847 Long Branch Road, Spencer, TN 38585
BD
CRD#: 326206
Spencer, TN
Past

April 10, 2025 - November 10, 2025

AMVEST CAPITAL SECURITIES LLC

BD
CRD#: 329978
NEW YORK, NY
Past

October 6, 2021 - August 8, 2022

DECHEQUE SECURITIES LLC

BD
CRD#: 311020
SALT LAKE CITY, UT
Past

July 30, 2021 - March 31, 2023

BLUE DIAMOND SECURITIES OF AMERICA LLC

BD
CRD#: 158821
NEW YORK, NY
Past

June 23, 2021 - January 31, 2024

VESTFI INC.

BD
CRD#: 312624
Miami, FL
Past

December 1, 2020 - April 18, 2022

ALBERT SECURITIES, LLC

BD
CRD#: 305928
SANTA BARBARA, CA
Past

June 27, 2019 - April 22, 2022

PASSFOLIO SECURITIES, LLC

BD
CRD#: 299874
SAN FRANCISCO, CA
Past

May 1, 2019 - January 31, 2022

OPTIONS AI FINANCIAL LLC

BD
CRD#: 298008
NEW YORK, NY
Past

March 4, 2019 - July 3, 2019

ST INVEST LLC

BD
CRD#: 297470
NASHVILLE, TN
Past

February 15, 2019 - September 9, 2020

RONDOUT PARTNERS, LLC

BD
CRD#: 298367
HIGH FALLS, NY
Past

November 8, 2018 - March 8, 2024

AVENUE SECURITIES LLC

BD
CRD#: 292589
MIAMI, FL
Past

September 25, 2018 - July 13, 2020

MHL INVESTMENTS

BD
CRD#: 2535
MIDVALE, UT
Past

June 5, 2018 - January 11, 2022

DYNAMIC CAPITAL INVESTMENTS, LLC

BD
CRD#: 290955
PHOENIX, AZ
Past

November 16, 2017 - May 13, 2020

INVESTX MARKETS LLC

BD
CRD#: 148248
NEW YORK, NY
Past

March 7, 2017 - February 21, 2020

SIXTEEN SECURITIES, INC.

BD
CRD#: 104025
SOUTH MIAMI, FL
Past

January 4, 2017 - June 7, 2019

PETERSEN INVESTMENTS, INC.

BD
CRD#: 38537
LOCH ARBOUR, NJ
Past

July 21, 2016 - December 31, 2017

MODERN EQUITY SERVICES LLC

BD
CRD#: 159040
LAKEWOOD, CO
Past

April 22, 2016 - October 12, 2017

RLJ CAPITAL MARKETS, LLC

BD
CRD#: 281119
BETHESDA, MD
Past

September 30, 2015 - December 13, 2017

TRADIER BROKERAGE, INC.

BD
CRD#: 104982
CHARLOTTE, NC
Past

September 14, 2015 - June 2, 2017

IMPACTIVE ADVISORS LLC

BD
CRD#: 208514
NASHVILLE, TN
Past

February 6, 2015 - November 14, 2023

AFS SECURITIES, LLC

BD
CRD#: 171819
BOSTON, MA
Past

January 21, 2015 - August 22, 2017

SEALION CAPITAL, LLC

BD
CRD#: 171807
New York, NY
Past

April 23, 2014 - September 20, 2022

VCP APEX (US)

BD
CRD#: 169090
NEW YORK, NY
Past

November 26, 2012 - January 26, 2022

FGC SECURITIES, LLC

BD
CRD#: 158399
NEW YORK, NY
Past

July 18, 2012 - May 7, 2025

MARSHBERRY CAPITAL, LLC.

BD
CRD#: 157384
WOODMERE, OH
Past

April 3, 2012 - December 17, 2013

TSG SPECTRUM CAPITAL ADVISORS, LLC

BD
CRD#: 157805
ALEXANDRIA, VA
Past

September 19, 2011 - April 3, 2014

XTELLUS CAPITAL PARTNERS, INC.

BD
CRD#: 156048
NEW YORK, NY
Past

March 18, 2011 - November 25, 2011

CRYSTAL BAY SECURITIES INC.

BD
CRD#: 142339
DELRAY BEACH, FL
Past

March 11, 2011 - October 28, 2020

MAA - MENTOR ALTERNATIVE ADVISORS LLC

BD
CRD#: 154411
GREENWICH, CT
Past

June 1, 2010 - December 23, 2010

UMTB SECURITIES INC.

BD
CRD#: 142289
NEW YORK, NY
Past

July 1, 2009 - May 19, 2015

LBC CAPITAL PARTNERS LLC

BD
CRD#: 148245
WASHINGTON, DC
Past

February 18, 2009 - June 4, 2019

WORDEN CAPITAL MANAGEMENT LLC

BD
CRD#: 148366
NEW YORK, NY
Past

January 23, 2009 - February 8, 2022

PANMURE LIBERUM INC

BD
CRD#: 148135
NEW YORK, NY
Past

January 21, 2009 - June 1, 2011

RK EQUITY CAPITAL MARKETS LLC

BD
CRD#: 148084
NEW YORK, NY
Past

January 20, 2009 - August 30, 2011

CROSS BORDER PRIVATE CAPITAL, L.L.C.

BD
CRD#: 41054
NEW YORK, NY
Past

November 12, 2008 - December 31, 2018

CFR-INC.

BD
CRD#: 148109
REDMOND, WA
Past

August 15, 2008 - August 3, 2009

VIEW PARTNERS CAPITAL LLC

BD
CRD#: 146522
NEW YORK, NY
Past

February 5, 2008 - January 5, 2016

BCW SECURITIES LLC

BD
CRD#: 144930
WESTPORT, CT
Past

January 24, 2008 - January 4, 2016

SW FINANCIAL

BD
CRD#: 145012
MELVILLE, NY
Past

November 20, 2007 - July 2, 2012

CREDIT SUISSE PRIVATE ADVISORS AG

BD
CRD#: 112892
ZURICH,
Past

October 4, 2007 - December 31, 2018

CLARKESON RESEARCH INC.

BD
CRD#: 143868
OYSTER BAY, NY
Past

July 25, 2007 - August 8, 2012

CHURCHILL CAPITAL USA, INC.

BD
CRD#: 143278
NEW YORK, NY
Past

May 25, 2007 - November 27, 2015

TRIPOINT GLOBAL EQUITIES/BANQ(R)

BD
CRD#: 143174
NEW YORK, NY
Past

March 21, 2007 - June 5, 2009

CRYSTAL BAY SECURITIES INC.

BD
CRD#: 142339
DELRAY BEACH, FL
Past

August 16, 2006 - October 2, 2008

PARK MADISON PARTNERS LLC

BD
CRD#: 140016
PORT WASHINGTON, NY
Past

August 1, 2006 - March 6, 2008

LFC SECURITIES, LLC

BD
CRD#: 136952
WASHINGTON, DC
Past

March 15, 2006 - May 26, 2011

RLSP ASSOCIATES, LLC

BD
CRD#: 47220
GREENWICH, CT
Past

January 27, 2006 - October 4, 2011

ALDERMAN & COMPANY CAPITAL, LLC

BD
CRD#: 136492
DANBURY, CT
Past

January 18, 2006 - May 5, 2008

WINDHAM SECURITIES, INC.

BD
CRD#: 20529
HUNTINGTON, NY
Past

January 3, 2006 - June 12, 2013

MEDALIST SECURITIES INC.

BD
CRD#: 136356
RICHMOND, VA
Past

December 7, 2005 - January 22, 2009

MCDONALD PARTNERS LLC

BD
CRD#: 135414
CLEVELAND, OH
Past

November 14, 2005 - December 16, 2011

SCOTTISH RE CAPITAL MARKETS, INC

BD
CRD#: 135708
CHARLOTTE, NC
Past

June 3, 2005 - January 18, 2006

BURNS FINANCIAL CENTRE, INC.

BD
CRD#: 133545
BRECKSVILLE, OH
Past

May 2, 2005 - November 30, 2012

ATLANTIC EQUITIES, LLC

BD
CRD#: 121669
GREENWICH, CT
Past

April 20, 2005 - April 17, 2006

MGS MARKET GUIDANCE SECURITIES, LLC

BD
CRD#: 133407
JACKSON, NJ
Past

January 19, 2005 - February 4, 2005

CHARLES STREET SECURITIES, INC.

BD
CRD#: 14216
LONDON,
Past

January 13, 2005 - September 26, 2011

WAYPOINT DIRECT INVESTMENTS, LLC

BD
CRD#: 132475
NEW YORK, NY
Past

August 9, 2004 - October 2, 2007

THREE CROWNS CAPITAL (BERMUDA) LIMITED

BD
CRD#: 128640
HAMILTON,
Past

July 20, 2004 - September 29, 2004

PARETO SECURITIES LP

BD
CRD#: 130497
NEW YORK, NY
Past

November 10, 2003 - October 4, 2011

CREATION CAPITAL LLC

BD
CRD#: 113912
SYOSSET, NY
Past

July 3, 2002 - June 30, 2005

THE KELLEY GROUP, INC.

BD
CRD#: 45757
NORFOLK, MA
Past

May 3, 2002 - December 31, 2006

GREAT LAKES CAPITAL PARTNERS LTD.

BD
CRD#: 119995
WESTLAKE, OH
Past

October 26, 1999 - June 3, 2003

M&T SECURITIES, INC.

BD
CRD#: 17358
BALTIMORE, MD
Past

October 21, 1997 - November 18, 1999

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

June 6, 1996 - November 14, 1997

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
(8/2/2024)
RR
Connecticut
(8/2/2024)
RR
District of Columbia
(7/12/2024)
RR
Florida
(6/22/2024)
RR
Georgia
(8/2/2024)
RR
Illinois
(8/2/2024)
RR
Maine
(8/2/2024)
RR
Maryland
(8/2/2024)
RR
Missouri
(8/2/2024)
RR
New Hampshire
(8/2/2024)
RR
New Jersey
(8/26/2022)
RR
Ohio
(8/2/2024)
RR
Texas
(6/26/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/22/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 11/2/2000
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/25/1997
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 8
Date: 9/4/1996
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MP
MODERN PRIVATE EQUITY PARTNERS, LLC
MODERN PRIVATE EQUITY PARTNERS, LLC

CRD#: 326206 / SEC#: , 8-71116

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


Main Address
2847 Long Branch Road, Spencer, TN 38585
Mailing Address
2847 Long Branch Road, Spencer, TN 38585
Phone number
(646) 734-1881
Established
Tennessee since 05/02/2022
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (3 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#
BENDER, STEVEN CHRISTOPHERMEMBER, ELECTED MANAGER, OWNER, FINOP, GSP2650187
LEVINE, GREGORYMEMBER, ELECTED MANAGER, OWNER, CEO, CCO, GSP4002386
LEVINE, AUDREY ROSEASSISTANT COMPLIANCE OFFICER7687224

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


MODERN PRIVATE EQUITY PARTNERS, LLC

CRD#: 326206New York, NY 10170

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