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NP

Nicholas Palumbo

CLEARPOOL EXECUTION SERVICES
New York, NY 10004
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CRD#: 2661102
NP

Professional summary


Nicholas Palumbo, who also goes by Nicholas Saverio Palumbo, Nicholas Palumbo, is a registered financial professional currently at CLEARPOOL EXECUTION SERVICES, LLC located in New York, New York.

Nicholas is registered as a RR (Registered Representative) and started their career in finance in 1995. Nicholas has worked at 14 firms and has passed the Series 63, Series 57TO, SIE, Series 3, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicholas Saverio Palumbo | Nicholas Palumbo

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 Nicholas Palumbo'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

August 27, 2018 - Present

CLEARPOOL EXECUTION SERVICES, LLC

Office #1: 17 State Street 38th Floor, New York, NY, 10004
BD
CRD#: 168490
New York, NY
Past

October 27, 2017 - March 15, 2018

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

February 10, 2015 - March 15, 2018

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

September 11, 2013 - June 11, 2014

GETCO EXECUTION SERVICES LLC

BD
CRD#: 145021
JERSEY CITY, NJ
Past

January 3, 2011 - November 18, 2014

VIRTU AMERICAS LLC

BD
CRD#: 149823
JERSEY CITY, NJ
Past

August 25, 2009 - November 8, 2012

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

March 13, 2008 - January 3, 2011

KNIGHT DIRECT LLC

BD
CRD#: 135924
JERSEY CITY, NJ
Past

July 31, 2006 - September 4, 2008

EDGETRADE LLC

BD
CRD#: 42071
JERSEY CITY, NJ
Past

June 29, 2005 - March 29, 2006

LAVA TRADING, INC.

BD
CRD#: 133804
NEW YORK, NY
Past

April 21, 2005 - July 11, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 6, 1998 - January 5, 2004

BERNARD L. MADOFF INVESTMENT SECURITIES LLC

BD
CRD#: 2625
NEW YORK, NY
Past

June 26, 1997 - January 7, 1998

NATIONAL INVESTOR SERVICES CORP.

BD
CRD#: 39410
BELLEVUE, NE
Past

May 22, 1996 - July 9, 1997

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

November 7, 1995 - December 21, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
Arkansas
(8/27/2018)
RR
California
(8/27/2018)
RR
Connecticut
(8/27/2018)
RR
Delaware
(8/27/2018)
RR
District of Columbia
(8/27/2018)
RR
Florida
(8/27/2018)
RR
Georgia
(8/27/2018)
RR
Illinois
(8/27/2018)
RR
Louisiana
(8/27/2018)
RR
Maryland
(8/27/2018)
RR
Massachusetts
(8/27/2018)
RR
Michigan
(8/27/2018)
RR
Minnesota
(8/27/2018)
RR
Missouri
(4/15/2019)
RR
New Jersey
(8/27/2018)
RR
New York
(8/27/2018)
RR
North Carolina
(8/27/2018)
RR
Ohio
(8/27/2018)
RR
Oregon
(8/27/2018)
RR
Pennsylvania
(8/27/2018)
RR
South Carolina
(8/27/2018)
RR
Tennessee
(8/27/2018)
RR
Texas
(8/27/2018)
RR
Virginia
(8/27/2018)
RR
Wisconsin
(8/27/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 12/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/26/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


CE
CLEARPOOL EXECUTION SERVICES, LLC
CLEARPOOL EXECUTION SERVICES, LLC

CRD#: 168490 / SEC#: , 8-69313

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


Main Address
17 State Street 38th Floor, New York, NY, 10004
Mailing Address
17 State Street 38th Floor, New York, NY, 10004
Phone number
(212) 531-8500
Established
New York since 05/07/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BMO FINANCIAL CORP.SHAREHOLDER
BRICKLEY, THOMAS JOHNFINOP3028843
FORLENZA, MICHAELPRESIDENT5886049
WOODWARD, JOEL EDWARDCHIEF FINANCIAL OFFICER5467904
YUKILEVICH, DANIELCHIEF COMPLIANCE OFFICER5635481

Disclosures


Regulatory Event19

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


CLEARPOOL EXECUTION SERVICES, LLC

CRD#: 168490New York, NY 10004

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