AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NW

Norman E. Wetmore

Some features on this profile are disabled
CRD#: 2677151
NW

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.

Norman Errol Wetmore JR, who also goes by Norm Wetmore, Norman Wetmore, was a registered financial professional .

Norman is a previously registered financial professional and started their career in finance in 1996. Norman had worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE, Series 7, Series 4, Series 9, Series 10, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Norm Wetmore | Norman Wetmore

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

January 5, 2021 - June 23, 2023

MONDEUM CAPITAL

BD
CRD#: 309574
Miami, FL
Past

August 1, 2018 - July 22, 2019

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
Boca Raton, FL
Past

May 21, 2018 - April 29, 2019

I-BANKERS SECURITIES, INC.

BD
CRD#: 41352
BOCA RATON, FL
Past

January 2, 2018 - May 22, 2018

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
BOCA RATON, FL
Past

July 20, 2017 - May 22, 2018

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

March 10, 2016 - September 13, 2016

CG CAPITAL MARKETS, LLC

BD
CRD#: 35513
New York, NY
Past

January 2, 2013 - April 2, 2015

BB&T SECURITIES, LLC

BD
CRD#: 142785
HASBROUCK HEIGHTS, NJ
Past

January 5, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
HASBROUCK HEIGHTS, NJ
Past

March 31, 1999 - January 13, 2006

BERGEN CAPITAL, INC.

BD
CRD#: 46348
HASBROUCK HEIGHTS, NJ
Past

July 1, 1996 - February 24, 1999

GILMORE SECURITIES & CO.

BD
CRD#: 27210
FORT LEE, NJ

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
IAR
Series 65
Date: 12/21/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/1998
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


MC
MONDEUM CAPITAL
MONDEUM | MONDEUM CAPITAL, LLC | MONDEUM CAPITAL

CRD#: 309574 / SEC#: , 8-70542

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
27 Main Street Suite B, Southampton, NY 11968
Mailing Address
27 Main Street Suite B, Southampton, NY 11968
Phone number
+1 (833) 781-6338
Established
New York since 05/20/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 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#
MONDEUM FINANCIAL HOLDINGS INC.SOLE MEMBER
CLIFFORD, JOHN CHANDLERFINOP, PFO, ROP, POO2249584
HAXO, PRESTON WILLIAMCCO6267154
MILANI, MICHAEL JAMESCEO, EXECUTIVE REP3112957

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


MONDEUM CAPITAL

CRD#: 309574

TRUST BUT VERIFY

Monitor Norman Wetmore

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics