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BG

Bryan S. Glass

EMPIRE STATE FINANCIAL
Long Beach, NY 11561
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CRD#: 2834514
BG

Professional summary


Bryan Seth Glass is a registered financial professional currently at EMPIRE STATE FINANCIAL, INC. located in Long Beach, New York.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 1996. Bryan has worked at 8 firms and has passed the Series 65, Series 63, Series 62, Series 99TO, Series 22TO, Series 42, Series 52TO, Series 82TO, Series 72, Series 6TO, SIE, Series 7, Series 26, Series 14, Series 39, Series 53 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 Bryan Seth Glass'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 22, 2012 - Present

EMPIRE STATE FINANCIAL, INC.

Office #1: 20 W. Park Ave. Suite 207, Long Beach, NY 11561
BD
CRD#: 5657
Long Beach, NY
Past

April 23, 2010 - October 23, 2012

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
LONG BEACH, NY
Past

June 1, 2009 - April 30, 2010

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

October 27, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NEW YORK, NY
Past

September 20, 1999 - November 1, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
NEW YORK, NY
Past

February 25, 1997 - October 1, 1999

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

December 24, 1996 - May 5, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ

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
Arizona
(1/9/2023)
RR
Arkansas
(1/5/2023)
RR
California
(1/4/2023)
RR
Colorado
(1/3/2023)
RR
Connecticut
(1/3/2023)
RR
Delaware
(2/3/2023)
RR
Florida
(3/22/2013)
RR
Georgia
(2/20/2023)
RR
Illinois
(1/26/2023)
RR
Louisiana
(1/9/2023)
RR
Massachusetts
(2/1/2023)
RR
Michigan
(2/14/2023)
RR
Minnesota
(2/1/2023)
RR
Nebraska
(2/13/2023)
RR
Nevada
(1/10/2023)
RR
New Jersey
(1/4/2023)
RR
New York
(1/4/2023)
RR
Ohio
(1/4/2023)
RR
Pennsylvania
(1/6/2023)
RR
South Dakota
(2/3/2023)
RR
Texas
(1/10/2023)
RR
Virginia
(1/4/2023)
RR
Washington
(1/3/2023)
RR
West Virginia
(2/9/2023)
RR
Wisconsin
(1/9/2023)
RR
Wyoming
(1/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/23/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 42
Date: 1/2/2023
Registered Options Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EMPIRE STATE FINANCIAL, INC.
EMPIRE STATE FINANCIAL, INC. | HAVKIT CORPORATION

CRD#: 5657 / SEC#: , 8-16309

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


Main Address
20 W. Park Ave. Suite 207, Long Beach, NY 11561
Mailing Address
20 W. Park Ave. Suite 207, Long Beach, NY 11561
Phone number
(516) 442-1883
Established
New York since 01/11/1971
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 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#
LION CAPITAL HOLDINGS, INC.HOLDING COMPANY
BUSACCA, JOHN BRIAN IIIDIRECTOR OF COMPLIANCE2302780
BUSACCA, JOHN BRIAN IIICCO2302780
GLASS, BRYAN SETHPRESIDENT, CEO, DIRECTOR, COMPLIANCE OFFICER, SUPERVISORY PRINCIPAL2834514
SIPKIN, JOSEPH GARYFINOP1334813

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


EMPIRE STATE FINANCIAL, INC.

CRD#: 5657Long Beach, NY 11561

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