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VS

Victor T. Samuel

ADELPHI STOCK BROKERS
Sands Point, NY 11050
Some features on this profile are disabled
CRD#: 2823668
VS

Professional summary


Victor Thoppil Samuel, who also goes by VIctor Thoppil Samuel Sr., is a registered financial professional currently at ADELPHI STOCK BROKERS located in Sands Point, New York.

Victor is registered as a RR (Registered Representative) and started their career in finance in 1996. Victor has worked at 7 firms and has passed the Series 63, Series 57TO, Series 99TO, Series 7TO, Series 55, Series 7, Series 52 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Victor Thoppil Samuel Sr.

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 Victor Thoppil Samuel'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

October 13, 2021 - Present

ADELPHI STOCK BROKERS

Office #1: 40 Cornwall Lane, Sands Point, NY 11050Office #2: 575 Fifth Av 8th Floor, New York, NY 10017
BD
CRD#: 309048
Sands Point, NY
Past

May 12, 2006 - October 1, 2012

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 8, 2006 - May 1, 2006

NW ADVISORS LLC

BD
CRD#: 136740
LOCUST VALLEY, NY
Past

March 13, 2003 - September 30, 2005

GLOBAL HUNTER SECURITIES, LLC

BD
CRD#: 123003
NEW ORLEANS, LA
Past

May 1, 2000 - July 27, 2000

SORT SECURITIES, LLC.

BD
CRD#: 44326
NEW YORK, NY
Past

February 15, 2000 - June 7, 2002

TRADESCAPE SECURITIES, LLC

BD
CRD#: 41937
NEW YORK, NY
Past

December 19, 1996 - August 21, 1997

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
(3/16/2022)
RR
Alaska
(8/2/2022)
RR
Arizona
(9/8/2022)
RR
Arkansas
(8/1/2022)
RR
California
(2/18/2022)
RR
Colorado
(2/16/2022)
RR
Connecticut
(3/16/2022)
RR
Delaware
(9/30/2022)
RR
District of Columbia
(6/26/2024)
RR
Florida
(6/29/2023)
RR
Georgia
(9/28/2022)
RR
Hawaii
(5/3/2022)
RR
Idaho
(1/25/2022)
RR
Illinois
(5/10/2022)
RR
Indiana
(2/23/2023)
RR
Iowa
(1/24/2022)
RR
Kansas
(3/14/2022)
RR
Kentucky
(1/31/2022)
RR
Louisiana
(1/31/2022)
RR
Maine
(3/11/2022)
RR
Maryland
(4/5/2022)
RR
Massachusetts
(11/28/2022)
RR
Michigan
(7/20/2022)
RR
Minnesota
(6/24/2024)
RR
Mississippi
(1/24/2022)
RR
Missouri
(1/17/2024)
RR
Montana
(2/9/2022)
RR
Nebraska
(3/14/2022)
RR
Nevada
(1/31/2022)
RR
New Hampshire
(1/30/2024)
RR
New Jersey
(11/29/2022)
RR
New Mexico
(7/18/2022)
RR
New York
(1/8/2022)
RR
North Carolina
(2/1/2022)
RR
North Dakota
(6/24/2024)
RR
Ohio
(6/2/2022)
RR
Oklahoma
(1/25/2022)
RR
Oregon
(4/14/2022)
RR
Pennsylvania
(2/22/2022)
RR
Rhode Island
(2/15/2022)
RR
South Carolina
(3/2/2022)
RR
South Dakota
(5/11/2022)
RR
Tennessee
(4/11/2023)
RR
Texas
(9/22/2022)
RR
Utah
(1/25/2022)
RR
Vermont
(3/23/2022)
RR
Virginia
(2/1/2022)
RR
Washington
(1/25/2022)
RR
West Virginia
(7/7/2022)
RR
Wisconsin
(6/2/2022)
RR
Wyoming
(4/26/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/16/2025
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 11/13/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/3/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 9/28/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/21/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


AS
ADELPHI STOCK BROKERS
ADELPHI STOCK BROKERS | ADELPHI STOCK BROKERS INC.

CRD#: 309048 / SEC#: , 8-70519

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
40 Cornwall Lane, Sands Point, NY 11050
Mailing Address
40 Cornwall Lane, Sands Point, NY 11050
Phone number
(646) 479-1146
Established
Delaware since 01/24/2020
Firm type
Corporation
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


Direct owners and executive officers


NamePositionCRD#
ARMOUR, JOHNINVESTOR
SAMUEL, VICTOR THOPPILCEO2823668
CLARKE, SANDRA ELAINECHIEF COMPLIANCE OFFICER7607103
GEORGE, KENNETH RONALDFIN-OP2643369
OATES, JAMES JOSEPHCLEARANCE & SETTLEMENT MANAGER1193394

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


ADELPHI STOCK BROKERS

CRD#: 309048Sands Point, NY 11050

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