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AP

Andrew M. Pedote

SPENCER-WINSTON SECURITIES
Baltimore, MD
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CRD#: 2888708
AP

Professional summary


Andrew Massimo Pedote is a registered financial professional currently at SPENCER-WINSTON SECURITIES CORPORATION located in Baltimore, Maryland.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1997. Andrew has worked at 9 firms and has passed the Series 63, Series 99TO, SIE 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 Andrew Massimo Pedote'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

November 1, 2004 - Present

SPENCER-WINSTON SECURITIES CORPORATION

BD
CRD#: 8300
Baltimore, MD
Past

January 8, 2002 - October 25, 2004

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEW YORK, NY
Past

March 1, 2001 - December 31, 2001

VALLEY FORGE SECURITIES, INC .

BD
CRD#: 20892
ROSEMONT, PA
Past

May 19, 2000 - March 15, 2001

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

July 20, 1999 - May 17, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

February 5, 1999 - July 27, 1999

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY
Past

June 15, 1998 - February 5, 1999

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

January 22, 1998 - June 3, 1998

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

July 3, 1997 - January 6, 1998

GLOBAL EQUITIES GROUP INC

BD
CRD#: 34039
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
California
(11/1/2004)
RR
Florida
(11/1/2004)
RR
New Jersey
(11/1/2004)
RR
New York
(11/1/2004)
RR
Pennsylvania
(11/1/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 7/25/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SS
SPENCER-WINSTON SECURITIES CORPORATION
SPENCER-WINSTON SECURITIES CORPORATION

CRD#: 8300 / SEC#: , 8-24995

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


Main Address
45 West 47th Street Suite 402, New York, NY 10036-2825
Mailing Address
45 West 47th Street Suite 402, New York, NY 10036-2825
Phone number
(212) 840-2444
Established
New York since 04/30/1980
Firm type
Corporation
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (9 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#
GREENVEST GROUP LLCPARTNER
BRUNO, VINCENT MICHAELCCO1845833
BRUNO, VINCENT MICHAELPRESIDENT1845833
PATRIKIOS, BILLY MREGISTERED OPTIONS PRINCIPAL3132259
RANKEL, WILLIAM EDWINFINOP2074785

Disclosures


Regulatory Event2
Arbitration5

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


SPENCER-WINSTON SECURITIES CORPORATION

CRD#: 8300Baltimore, MD

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