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CS

Clifford J. St Simon

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CRD#: 2701335
CS

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.

Clifford Jean St Simon, who also goes by Clifford Jean Stsimon, was a registered financial professional .

Clifford is a previously registered financial professional and started their career in finance in 1996. Clifford had worked at 17 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Clifford Jean Stsimon

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

July 8, 2015 - September 30, 2015

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
HOLBROOK, NY
Past

September 24, 2012 - June 30, 2015

CAPE SECURITIES INC.

BD
CRD#: 7072
HOLBROOK, NY
Past

May 7, 2009 - September 21, 2012

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

August 7, 2008 - May 27, 2009

ITRADEDIRECT.COM CORP

BD
CRD#: 18281
SELDEN, NY
Past

March 16, 2005 - August 29, 2008

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

July 19, 2004 - March 17, 2005

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

July 21, 2003 - May 5, 2004

LLOYD, SCOTT & VALENTI, LTD.

BD
CRD#: 23640
AUSTIN, TX
Past

July 31, 2002 - May 14, 2003

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
BIRMINGHAM, AL
Past

April 26, 2002 - July 25, 2002

CAPITAL SUISSE SECURITIES, INC.

BD
CRD#: 37531
SAN FRANCISCO, CA
Past

August 3, 2000 - November 27, 2001

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

May 5, 2000 - July 14, 2000

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY
Past

January 25, 1999 - October 28, 1999

THE CAMELOT GROUP, INC.

BD
CRD#: 31091
FT LAUDERDALE, FL
Past

March 4, 1998 - October 20, 1998

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

October 8, 1997 - December 10, 1997

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

June 6, 1997 - February 6, 1998

ASH FINANCIAL CORP.

BD
CRD#: 24990
GREAT NECK, NY
Past

April 21, 1997 - June 6, 1997

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

June 10, 1996 - April 18, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, 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
RR
Series 63
Date: 9/13/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JS
JOSEPH STONE CAPITAL L.L.C.
JOSEPH STONE CAPITAL L.L.C.

CRD#: 159744 / SEC#: , 8-69014

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
585 Stewart Ave Suite L60c, Garden City, NY 11530
Mailing Address
585 Stewart Ave Suite L60c, Garden City, NY 11530
Phone number
(516) 267-7001
Established
Delaware since 11/04/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
DPMM HOLDINGS L.L.C.HOLDING COMPANY
GRAZIANO, ANTHONY JOSEPHCCO2862096
MAGGIO, DAMIANCEO2864247
NIXON, JON ALANFINOP4710715

Disclosures


Regulatory Event5
Arbitration3

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


JOSEPH STONE CAPITAL L.L.C.

CRD#: 159744

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