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KB

Kimberly A. Boulmetis

MURIEL SIEBERT & CO.
New York, NY 10282
Some features on this profile are disabled
CRD#: 2763359
KB

Professional summary


Kimberly Ann Boulmetis is a registered financial professional currently at MURIEL SIEBERT & CO., LLC located in New York, New York.

Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1996. Kimberly has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 31, Series 7 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 Kimberly Ann Boulmetis'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

February 25, 2025 - Present

MURIEL SIEBERT & CO., LLC

Office #1: 300 Vesey Street 5th Floor, New York, NY, 10282
BD
CRD#: 5376
New York, NY
Past

January 6, 2022 - August 19, 2024

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

July 16, 2020 - January 10, 2022

BTIG, LLC

BD
CRD#: 122225
New York, NY
Past

October 24, 2017 - July 10, 2020

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

August 22, 2013 - October 24, 2017

INSPEREX LLC

BD
CRD#: 101420
BOCA RATON, FL
Past

September 3, 2009 - September 12, 2012

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
NEW YORK, NY
Past

July 8, 2009 - September 12, 2012

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NEW YORK, NY
Past

July 24, 2007 - February 4, 2008

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

September 23, 2005 - June 25, 2007

BNY CAPITAL MARKETS INC.

BD
CRD#: 18303
NEW YORK, NY
Past

July 1, 2004 - July 15, 2005

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

May 7, 2003 - July 1, 2004

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

September 20, 1996 - January 16, 2003

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
Alabama
(3/18/2025)
RR
Alaska
(3/18/2025)
RR
Arizona
(3/18/2025)
RR
Arkansas
(3/18/2025)
RR
California
(2/25/2025)
RR
Colorado
(3/18/2025)
RR
Connecticut
(3/18/2025)
RR
Delaware
(3/18/2025)
RR
District of Columbia
(3/18/2025)
RR
Florida
(2/25/2025)
RR
Georgia
(3/18/2025)
RR
Hawaii
(3/18/2025)
RR
Idaho
(3/18/2025)
RR
Illinois
(3/18/2025)
RR
Indiana
(3/18/2025)
RR
Iowa
(3/18/2025)
RR
Kansas
(3/18/2025)
RR
Kentucky
(3/18/2025)
RR
Louisiana
(3/18/2025)
RR
Maine
(3/18/2025)
RR
Maryland
(3/18/2025)
RR
Massachusetts
(3/18/2025)
RR
Michigan
(3/18/2025)
RR
Minnesota
(3/18/2025)
RR
Mississippi
(3/18/2025)
RR
Missouri
(3/18/2025)
RR
Montana
(3/18/2025)
RR
Nebraska
(3/18/2025)
RR
Nevada
(3/18/2025)
RR
New Hampshire
(3/18/2025)
RR
New Jersey
(2/25/2025)
RR
New Mexico
(3/18/2025)
RR
New York
(2/25/2025)
RR
North Carolina
(3/18/2025)
RR
North Dakota
(3/18/2025)
RR
Ohio
(3/18/2025)
RR
Oklahoma
(3/18/2025)
RR
Oregon
(3/18/2025)
RR
Pennsylvania
(3/18/2025)
RR
Puerto Rico
(3/18/2025)
RR
Rhode Island
(3/18/2025)
RR
South Carolina
(3/18/2025)
RR
South Dakota
(3/18/2025)
RR
Tennessee
(3/18/2025)
RR
Texas
(3/18/2025)
RR
Utah
(3/18/2025)
RR
Vermont
(3/18/2025)
RR
Virginia
(3/18/2025)
RR
Washington
(3/18/2025)
RR
West Virginia
(3/18/2025)
RR
Wisconsin
(3/18/2025)
RR
Wyoming
(3/18/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/2/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/19/2009
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
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


MS
MURIEL SIEBERT & CO., LLC
MURIEL SIEBERT & CO., INC. | MURIEL SIEBERT & CO., LLC

CRD#: 5376 / SEC#: , 8-14900

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


Main Address
300 Vesey Street 5th Floor, New York, NY, 10282
Mailing Address
653 Collins Avenue, Miami Beach, FL 33139
Phone number
(800) 872-0444
Established
Delaware since 01/01/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
SIEBERT FINANCIAL CORPORATIONPARENT COMPANY
BENDER, KYLE ROBERTREGISTERED OPTIONS AND SECURITIES FUTURES PRINCIPAL ("ROSFP")2287329
BONO, RONALD ROSSCUSTOMER RELATIONSHIP OFFFICER1247269
COLOMBINO, MICHAEL JONATHANCHIEF FINANCIAL OFFICER/BOARD MEMBER4871852
GEBBIA, GLORIA ESTELLEBOARD MEMBER2126152
GEBBIA, JOHN MICHAELCO-CEO/BOARD MEMBER1866455
GEBBIA, RICHARD SALCO-CEO/BOARD MEMBER2348552
REICH, ANDREW HENRYBOARD MEMBER1966909
SCHEBECE, GREGORY CHARLESCHIEF INFORMATION OFFICER1498632
SCUTERI, FREDRICK PAULCHIEF OPERATING OFFICER2623915
SOSNOWSKI, PETER JAMESNATIONAL SALES MANAGER1540143
VILLELLA, BARBARA DUNNECCO/AMLCO1719722

Disclosures


Regulatory Event6
Arbitration1

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


MURIEL SIEBERT & CO., LLC

CRD#: 5376New York, NY 10282

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