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MP

Marc A. Pentopoulos

LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Locust Valley, NY 11560
Some features on this profile are disabled
CRD#: 2876899
MP

Professional summary


Marc Andrew Pentopoulos is a registered financial professional currently at LONGSHIP ALTERNATIVE ASSET MANAGEMENT located in Locust Valley, New York.

Marc is registered as a RR (Registered Representative) and started their career in finance in 2004. Marc has worked at 4 firms and has passed the Series 63, SIE, Series 79, Series 55 and Series 7 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 Marc Andrew Pentopoulos'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

December 9, 2021 - Present

LONGSHIP ALTERNATIVE ASSET MANAGEMENT

Office #1: 43 Oyster Bay Road, Locust Valley, NY 11560
BD
CRD#: 126798
Locust Valley, NY
Past

March 25, 2013 - December 10, 2019

AVALON SECURITIES, LTD.

BD
CRD#: 30522
NEW YORK, NY
Past

April 4, 2008 - February 16, 2016

SYMMETRY CAPITAL MANAGEMENT LLC

RIA
CRD#: 121893
SAN FRANCISCO, CA
Past

October 19, 2007 - December 20, 2007

LONGSHIP ALTERNATIVE ASSET MANAGEMENT

BD
CRD#: 126798
LOCUST VALLEY, NY
Past

December 3, 2004 - April 26, 2005

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
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
New York
(12/9/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 9/6/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/3/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LA
LONGSHIP ALTERNATIVE ASSET MANAGEMENT
LONGSHIP ALTERNATIVE ASSET MANAGEMENT

CRD#: 126798 / SEC#: , 8-65914

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


Main Address
43 Oyster Bay Road, Locust Valley, NY 11560
Mailing Address
43 Oyster Bay Road, Locust Valley, NY 11560
Phone number
(516) 944-3166
Established
Delaware since 10/02/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
STEARNS, ROBERT FREDERICKPRINCIPAL & OWNER, CHIEF COMPLIANCE OFFICER
BARIS, CONSTANTINE WILLIAMCFO & FINANCIAL OPTIONS PRINCIPAL4533144

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


LONGSHIP ALTERNATIVE ASSET MANAGEMENT

CRD#: 126798Locust Valley, NY 11560

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