Adam T. Gershuny

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CRD#: 2652403

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.

Adam Todd Gershuny was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 1995. Adam had worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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

September 21, 2021 - October 20, 2021

MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849

NEW YORK, NY

Past

February 5, 2010 - September 27, 2019

MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849

HARRISON, NY

Past

September 26, 2005 - February 3, 2010

MAGNA

CRD#: 30935

NEW YORK, NY

Past

September 1, 2005 - September 8, 2005

DOMINARI SECURITIES LLC

CRD#: 18975

NEW YORK, NY

Past

November 12, 2002 - September 9, 2005

SLL SECURITIES INC

CRD#: 32859

NEW YORK, NY

Past

January 18, 2002 - October 10, 2002

FAMILY MANAGEMENT SECURITIES, LLC

CRD#: 44319

NEW YORK, NY

Past

June 8, 2001 - October 18, 2001

SCHONFELD SECURITIES, LLC

CRD#: 23304

JERICHO, NY

Past

May 24, 2000 - June 12, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 31, 1995 - April 14, 2000

J.P. MORGAN SECURITIES LLC

CRD#: 79

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

Series 63

Date: 5/24/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 11/29/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/30/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/10/2009

General Securities Principal Examination

Current Firm

MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849 / SEC#: , 8-66784

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

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Contact information

Main Address

C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038

Mailing Address

C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038

Phone number

(212) 742-8472

Established

New York since 11/26/2004

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (8 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
ACQUAFREDDA, JONATHAN MICHAEL	SECRETARY/DIR	2502343
CORPINA, JONATHAN DOUGLAS	CEO/PRESIDENT/TREAS/DIR	2575529
LYTLE, COLUMB PATRICK	VP/DIR/CFO/COO/CCO/PFO/POO	2810260

Disclosures

Regulatory Event

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.

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Firm Stability Insights

Adam T. Gershuny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERIDIAN EQUITY PARTNERS, INC.

MAGNA

DOMINARI SECURITIES LLC

SLL SECURITIES INC

FAMILY MANAGEMENT SECURITIES, LLC

SCHONFELD SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/24/2013

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 11/29/2000

Series 7

Date: 8/30/1995

Series 24

Date: 8/10/2009

Current Firm

MERIDIAN EQUITY PARTNERS, INC.

Contact information

FINRA licenses (8 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MERIDIAN EQUITY PARTNERS, INC.

TRUST BUT VERIFY

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