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Bradley M. Winter

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CRD#: 2743776
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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.

Bradley M Winter, who also goes by Bradley Winter, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1996. Bradley had worked at 12 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bradley Winter

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

May 29, 2013 - December 15, 2015

MERUS CAPITAL PARTNERS, LLC

BD
CRD#: 158884
NEW YORK, NY
Past

January 3, 2012 - June 21, 2012

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

April 19, 2011 - September 26, 2011

DIMENSION TRADING GROUP, LLC

BD
CRD#: 147929
NEW YORK, NY
Past

February 1, 2010 - August 18, 2010

KOYOTE TRADING LLC

BD
CRD#: 149672
NEW YORK, NY
Past

July 26, 2007 - July 16, 2008

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

May 18, 2006 - March 14, 2007

DIMENSION BROKERAGE, LLC

BD
CRD#: 136257
NEW YORK, NY
Past

November 21, 2005 - March 29, 2006

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
NEW YORK, NY
Past

February 27, 2004 - October 1, 2004

TRILLIUM BROKERAGE SERVICES, LLC

BD
CRD#: 120064
NEW YORK, NY
Past

August 16, 2002 - December 17, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

August 5, 2002 - September 11, 2002

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

June 13, 2000 - September 28, 2000

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

May 14, 1996 - July 24, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 14, 1996 - July 24, 1998

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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: 5/14/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/27/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MERUS CAPITAL PARTNERS, LLC
MERUS CAPITAL PARTNERS, LLC

CRD#: 158884 / SEC#: , 8-68937

BD
Terminated by SEC on 02/14/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/15/2011
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MERUS CAPITAL GROUP LLCMEMBER
ALTER, IRINACCO5988457
BORRELLI, ALAN PASQUALECFO2655912
JUNG, CHARLES CHANDIRECTOR OF OPERATIONS4777355

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


MERUS CAPITAL PARTNERS, LLC

CRD#: 158884

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