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Matthew T. Lederman

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CRD#: 2687358
ML

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.

Matthew Todd Lederman, who also goes by Matt Lederman, Matthew T Lederman, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1995. Matthew had worked at 3 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Lederman | Matthew T Lederman

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

February 23, 2010 - September 24, 2013

ALTERNATIVE ACCESS CAPITAL, LLC

BD
CRD#: 129469
LARKSPUR, CA
Past

May 2, 2002 - May 19, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

December 12, 1995 - June 8, 1999

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/4/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/4/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AA
ALTERNATIVE ACCESS CAPITAL, LLC
ALTERNATIVE ACCESS CAPITAL, LLC

CRD#: 129469 / SEC#: , 8-66226

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


Main Address
1005 A Street Suite 213, San Rafael, CA 94901
Mailing Address
1005 A Street Suite 213, San Rafael, CA 94901
Phone number
(914) 260-9950
Established
Delaware since 07/25/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CRAMER, DOUGLAS ARTHURPRESIDENT/COO/CCO/MEMBER2242350
BEATON, DANIEL STEWARTFINOP/CFO4240769

Disclosures


Regulatory Event1

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


ALTERNATIVE ACCESS CAPITAL, LLC

CRD#: 129469

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