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Merritt L. Bradt

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CRD#: 28415
MB

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.

Merritt Lin Bradt was a registered financial professional .

Merritt is a previously registered financial professional and started their career in finance in 1970. Merritt had worked at 8 firms and has passed the Series 63, PC and Series 1 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)


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

March 30, 1984 - March 5, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

December 1, 1978 - April 9, 1984

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

November 22, 1977 - November 19, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 17, 1976 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

November 8, 1974 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

April 26, 1972 - November 8, 1974

HAYDEN STONE INC.

BD
CRD#: 6567
Past

November 19, 1971 - June 24, 1972

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

September 11, 1970 - December 18, 1971

HAYDEN STONE INC.

BD
CRD#: 972

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: 1/20/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 6/8/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 5/5/1969
Registered Representative Examination

Current Firm


PE
PRUDENTIAL EQUITY GROUP, LLC
BACHE HALSEY STUART SHIELDS INCORPORATED | WWW.PRUDENTIAL.COM | PRUDENTIAL-BACHE SECURITIES INC. | PRUDENTIAL SECURITIES INCORPORATED | PRUDENTIAL EQUITY GROUP, LLC | PRUDENTIAL EQUITY GROUP, INC.

CRD#: 7471 / SEC#: , 8-27154

BD
Terminated by SEC on 01/18/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/02/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRUDENTIAL SECURITIES GROUP INC.["PSGI"] PARENT OF PRUDENTIAL EQUITY GROUP, LLCSHAREHOLDER DIRECT
BAVARO, MARGUERITE ANNECHIEF OPERATIONS OFFICER722294
DUGAN, MICHAEL JOSEPHCHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER1604211
RICE, JUDY ANNMANAGER67215
SHEA, MICHAEL JOSEPHMANAGER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER1014613
STRANGFELD, JOHN ROBERT JRMANAGER & CHAIRMAN OF THE BOARD1301812

Disclosures


Regulatory Event288
Civil Event1
Arbitration579

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


PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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