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RH

Raymond S. Hally

BANCROFT CAPITAL
Fort Washington, PA 19034
Some features on this profile are disabled
CRD#: 2754618
RH

Professional summary


Raymond Scott Hally, who also goes by Raymond S. Hally, Raymond Hally, is a registered financial professional currently at BANCROFT CAPITAL, LLC located in Fort Washington, Pennsylvania.

Raymond is registered as a RR (Registered Representative) and started their career in finance in 1996. Raymond has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 21 and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raymond S. Hally | Raymond Hally

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 Raymond Scott Hally'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

August 7, 2018 - Present

BANCROFT CAPITAL, LLC

Office #1: 501 Office Center Drive Suite 130, Fort Washington, PA 19034
RIA
BD
CRD#: 290665
Fort Washington, PA
Past

February 25, 2010 - July 31, 2018

DREXEL HAMILTON, LLC

BD
CRD#: 143570
NEW YORK, NY
Past

June 27, 2002 - December 4, 2007

REDI GLOBAL TECHNOLOGIES LLC

BD
CRD#: 41924
NEW YORK, NY
Past

October 1, 2000 - June 28, 2002

WALTER N. FRANK & CO., LLC

BD
CRD#: 32977
NEW YORK, NY
Past

August 20, 1996 - March 31, 1997

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

State Registrations and Notice Filings


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

RR
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

RR
California
(12/12/2018)
RR
Connecticut
(10/4/2018)
RR
Illinois
(8/7/2018)
RR
Maryland
(8/7/2018)
RR
Massachusetts
(10/4/2018)
RR
Michigan
(8/7/2018)
RR
Missouri
(5/23/2019)
RR
New Jersey
(10/4/2018)
RR
New York
(8/7/2018)
RR
North Carolina
(10/4/2018)
RR
Pennsylvania
(8/7/2018)
RR
South Carolina
(10/4/2018)
RR
Tennessee
(10/4/2018)
RR
Texas
(12/4/2018)
RR
Virginia
(8/7/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/9/2012
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 21
Date: 2/24/2000
NYSE Front Line Specialist Clerk
General Industry/Product Exam
RR
Series 25
Date: 10/12/1999
NYSE Trading Assistant Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


BC
BANCROFT CAPITAL, LLC
BANCROFT CAPITAL, LLC

CRD#: 290665 / SEC#: , 8-70035

Pennsylvania
Registered Investment Advisory firm - SEC (4/13/2018 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034
Mailing Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034
Phone number
(484) 686-0346
Established
Pennsylvania since 07/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
QUINN, CAULDON DEANCEO4530968
BANCROFT HOLDINGS, LLCHOLDING CO.
LINDH, COLLEEN MARNIECCO/FINOP1912150

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


BANCROFT CAPITAL, LLC

CRD#: 290665Fort Washington, PA 19034

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