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SR

Stephen J. Rispoli

XTELLUS CAPITAL PARTNERS
New York, NY 10022
Some features on this profile are disabled
CRD#: 2938426
SR

Professional summary


Stephen James Rispoli, who also goes by Steve Rispoli, is a registered financial professional currently at XTELLUS CAPITAL PARTNERS, INC. located in New York, New York.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 2001. Stephen has worked at 5 firms and has passed the Series 63, Series 57TO, Series 79TO, SIE, Series 55, Series 25 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Rispoli

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 Stephen James Rispoli'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

January 27, 2012 - Present

XTELLUS CAPITAL PARTNERS, INC.

Office #1: 535 Madison Ave. 5th Floor, New York, NY, 10022Office #2: 535 Madison Ave. 5th Floor, New York, NY, 10022
BD
CRD#: 156048
New York, NY
Past

May 17, 2010 - January 5, 2012

RENCAP SECURITIES, INC.

BD
CRD#: 37821
NEW YORK, NY
Past

January 12, 2009 - May 18, 2010

MONTECITO ADVISORS, INC.

BD
CRD#: 104004
NEW YORK, NY
Past

December 8, 2008 - May 17, 2010

DRU STOCK, INC.

BD
CRD#: 33104
NEW YORK, NY
Past

June 5, 2007 - December 8, 2008

RENCAP SECURITIES, INC.

BD
CRD#: 37821
NEW YORK, NY
Past

June 20, 2003 - July 28, 2003

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

November 16, 2001 - May 31, 2007

DRU STOCK, INC.

BD
CRD#: 33104
NEW YORK, NY
Past

May 9, 2001 - November 15, 2001

DRU STOCK, INC.

BD
CRD#: 33104
KINNELON, 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
California
(10/4/2013)
RR
Connecticut
(6/4/2012)
RR
Delaware
(12/3/2019)
RR
Florida
(12/3/2019)
RR
Illinois
(10/4/2013)
RR
Iowa
(10/4/2013)
RR
Massachusetts
(10/7/2015)
RR
Missouri
(12/3/2019)
RR
New Jersey
(10/7/2015)
RR
New York
(2/6/2012)
RR
Pennsylvania
(5/6/2013)
RR
Texas
(10/4/2013)
RR
Washington
(7/25/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 5/3/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/1/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 25
Date: 10/4/2002
NYSE Trading Assistant Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


XC
XTELLUS CAPITAL PARTNERS, INC.
VTB CAPITAL INC. | XTELLUS CAPITAL PARTNERS, INC.

CRD#: 156048 / SEC#: , 8-68766

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


Main Address
535 Madison Ave. 5th Floor, New York, NY, 10022
Mailing Address
535 Madison Ave. 5th Floor, New York, NY, 10022
Phone number
(646) 527-6400
Established
Delaware since 11/16/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 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#
XTELLUS PARTNERS LLCOWNER
L'VOV, PAVEL GENNADIEVICHPRINCIPAL4319406
SWIGART, PAUL MARSHALLROSFP4580213
SWIGART, PAUL MARSHALLCEO4580213
ZAK, STEPHEN PETERFINOP2423424
ZAK, STEPHEN PETERCOO2423424
ZAK, STEPHEN PETERPFO, POO2423424
ZAK, STEPHEN PETERCCO2423424

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


XTELLUS CAPITAL PARTNERS, INC.

CRD#: 156048New York, NY 10022

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