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MS

Marc J. Sabo

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CRD#: 3000360
MS

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.

Marc Joseph Sabo, who also goes by Marc Sabo, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1998. Marc had worked at 3 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 25, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc Sabo

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

August 26, 2010 - March 29, 2022

FARINA & ASSOCIATES, INC.

BD
CRD#: 32830
NEW YORK, NY
Past

October 1, 2000 - September 23, 2010

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

February 12, 1998 - July 21, 1998

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY

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: 2/18/1998
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 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/14/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 4/14/1999
NYSE Trading Assistant Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


F&
FARINA & ASSOCIATES, INC.
FARINA & ASSOCIATES, INC.

CRD#: 32830 / SEC#: , 8-41953

BD
Terminated by SEC on 12/01/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/09/1989
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KRIM, ALAN MITCHELLFINOP, CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER2785337
STEVENS, JOSEPH WILLIAMCEO/PRESIDENT/CCO/VOTING SHAREHOLDER2561597

Disclosures


Regulatory Event3

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


FARINA & ASSOCIATES, INC.

CRD#: 32830

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