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KM

Kevin C. Masters

HATTERAS CAPITAL DISTRIBUTORS
Raleigh, NC 27615
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CRD#: 2730013
KM

Professional summary


Kevin Crawford Masters is a registered financial professional currently at HATTERAS CAPITAL DISTRIBUTORS, LLC located in Raleigh, North Carolina and U.S. BROKERAGE, INC. located in Columbus, Ohio.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1997. Kevin has worked at 11 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 Kevin Crawford Masters's CRS (Customer Relationship Summary).
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

October 10, 2024 - Present

HATTERAS CAPITAL DISTRIBUTORS, LLC

Office #1: 8510 Colonnade Center Drive Suite 150, Raleigh, NC 27615
BD
CRD#: 143365
Raleigh, NC
Current

February 25, 2025 - Present

U.S. BROKERAGE, INC.

Office #1: 17 E Kossuth St, Columbus, OH 43206
BD
CRD#: 39307
COLUMBUS, OH
Current

October 31, 2025 - Present

HIGH HILL SECURITIES, LLC

BD
CRD#: 328523
Greensboro, GA
Current

November 3, 2025 - Present

SHARENETT SECURITIES LLC

Office #1: 575 Fifth Avenue, Suite 17-119, New York, NY 10017
BD
CRD#: 151011
New York, NY
Past

April 26, 2022 - October 18, 2022

PLANET WEALTH SECURITIES, INC.

BD
CRD#: 119251
POMPTON LAKES, NJ
Past

January 7, 2021 - June 14, 2021

TUXEDO CAPITAL PARTNERS, LLC

BD
CRD#: 165049
Acworth, GA
Past

June 18, 2020 - November 5, 2020

ZERMATT SECURITIES LLC

BD
CRD#: 47502
CHARLOTTE, NC
Past

February 2, 2018 - July 27, 2018

THE HUTCHISON COMPANY

BD
CRD#: 149422
DURHAM, NC
Past

January 9, 2018 - February 22, 2018

ALLUVION SECURITIES, LLC

BD
CRD#: 143623
MEMPHIS, TN
Past

May 5, 2015 - December 22, 2017

ALLUVION SECURITIES, LLC

BD
CRD#: 143623
MEMPHIS, TN
Past

March 28, 2000 - February 3, 2016

TEMPLUM MARKETS LLC

BD
CRD#: 102840
ACWORTH, GA
Past

October 22, 1997 - March 3, 1999

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA

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: 2/28/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm


SS
SHARENETT SECURITIES LLC
MORNINGSIDE SECURITIES, LLC | SHARENETT SECURITIES LLC

CRD#: 151011 / SEC#: , 8-68326

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


Main Address
575 Fifth Avenue, Suite 17-119, New York, NY 10017
Mailing Address
575 Fifth Avenue 14th Floor, New York, NY, 10017
Phone number
(917) 302-6984
Established
New York since 02/25/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
SHARENETT HOLDINGS LLCOWNER
DOLEZAL, PETER MARTINCEO/PRESIDENT/CCO4119021
FIALA, ANGELA MARIAPOO5163386
MASTERS, KEVIN CRAWFORDFINOP/PFO2730013

Red Flags


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

Company Information


SHARENETT SECURITIES LLC

CRD#: 151011Raleigh, NC 27615

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