Ira Z. Leiderman

CASSEL SALPETER & CO.

Miami, FL 33131

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CRD#: 2724122

Professional summary

Ira Z Leiderman is a registered financial professional currently at CASSEL SALPETER & CO., LLC located in Miami, Florida.

Ira is registered as a RR (Registered Representative) and started their career in finance in 1997. Ira has worked at 8 firms and has passed the Series 63, SIE, 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) - BD

Click below to view Ira Z Leiderman'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

June 15, 2016 - Present

CASSEL SALPETER & CO., LLC

Office #1: 801 Brickell Avenue Suite 1900, Miami, FL 33131Office #2: 801 Brickell Avenue Suite 1900, Miami, FL 33131

CRD#: 153522

Miami, FL

Past

April 23, 2010 - November 9, 2012

BEDMINSTER FINANCIAL GROUP, LIMITED

CRD#: 39916

ENGLEWOOD, NJ

Past

May 2, 2008 - February 24, 2009

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

Past

May 2, 2007 - May 14, 2008

PUNK, ZIEGEL & COMPANY, L.P.

CRD#: 26174

NEW YORK, NY

Past

March 8, 2005 - April 30, 2007

TROUT CAPITAL LLC

CRD#: 131489

NEW YORK, NY

Past

September 11, 2001 - May 31, 2002

TANAGER CAPITAL GROUP LLC

CRD#: 111972

MAPLEWOOD, NJ

Past

September 28, 2000 - January 4, 2001

ENCLAVE CAPITAL LLC

CRD#: 22732

BOCA RATON, FL

Past

July 17, 1997 - September 6, 2000

BMO CAPITAL MARKETS CORP.

CRD#: 16686

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Florida
(6/16/2016)

New York
(8/22/2016)

Exams

State Security Law Exam

Series 63

Date: 8/19/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/28/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CASSEL SALPETER & CO., LLC

CASSEL SALPETER & CO., LLC | J. CASSEL & COMPANY, L.L.C.

CRD#: 153522 / SEC#: , 8-68547

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

801 Brickell Avenue Suite 1900, Miami, FL 33131

Mailing Address

801 Brickell Avenue Suite 1900, Miami, FL 33131

Phone number

(305) 438-7700

Established

Florida since 03/04/2010

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (5 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
TELLURIDE TOO, L.L.C.	MEMBER
CASSEL, JAMES SCOTT	CHAIRMAN	2728677
SALPETER, LAURA RACHELLE	CCO	5947370
SALPETER, SCOTT ERIC	PRESIDENT/CFO/FINOP	2823675

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ira Z. Leiderman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ira Z Leiderman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEDMINSTER FINANCIAL GROUP, LIMITED

LADENBURG THALMANN & CO. INC.

PUNK, ZIEGEL & COMPANY, L.P.

TROUT CAPITAL LLC

TANAGER CAPITAL GROUP LLC

ENCLAVE CAPITAL LLC

BMO CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 3/26/1997

Series 24

Date: 7/28/2004

FINRA

Current Firm

CASSEL SALPETER & CO., LLC

Contact information

FINRA licenses (5 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CASSEL SALPETER & CO., LLC

TRUST BUT VERIFY

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