Todd Nmn Kesselman
Professional Summary
Todd Nmn Kesselman, who also goes by Todd Kesselman, is a registered financial advisor currently at PCA CAPITAL SECURITIES, LLC located in Great Neck, New York. Todd is registered as a RR (Registered Representative) and started their career in finance in 2002. Todd has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd Kesselman
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Years of Experience
24 years in the financial services industry
Current & Past Employments
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current Firm
HALYARD SECURITIES, LLC | PCA CAPITAL SECURITIES, LLC
Contact Information
Main Address
900 Walt Whitman Rd. Suite 309, Melville, NY 11747Mailing Address
900 Walt Whitman Rd. Suite 309, Melville, NY 11747Phone Number
(212) 476-9300Established
Delaware since 06/30/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
(1/26/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRS (Client Relationship Summary) - BD
Click below to view Todd Nmn Kesselman's CRS (Customer Relationship Summary).
Similar Advisors
PARK AVENUE SECURITIES LLC
PROTOCOL WEALTH, LLC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
