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WC

William T. Cassese

ICE BONDS SECURITIES
NEW YORK, NY 10105
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CRD#: 3005576
WC

Professional summary


William Thomas Cassese is a registered financial professional currently at ICE BONDS SECURITIES CORPORATION located in New York, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 2004. William has worked at 8 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7 and Series 53 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 William Thomas Cassese's 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

October 19, 2021 - Present

ICE BONDS SECURITIES CORPORATION

Office #1: 1345 Avenue Of The Americas 8th Floor, New York, NY 10105
BD
CRD#: 123635
NEW YORK, NY
Past

January 17, 2019 - October 8, 2021

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
New York, NY
Past

February 8, 2016 - February 5, 2019

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

May 15, 2012 - February 2, 2016

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

June 1, 2011 - June 25, 2012

WSA FIXED INCOME, LLC

BD
CRD#: 145544
NEW YORK, NY
Past

June 28, 2006 - June 1, 2011

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

October 18, 2005 - June 29, 2006

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
NEW YORK, NY
Past

March 8, 2004 - October 21, 2005

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT

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
Georgia
(3/15/2022)
RR
Louisiana
(3/15/2022)
RR
New York
(10/19/2021)
RR
Ohio
(3/15/2022)
RR
Virginia
(3/15/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/20/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IB
ICE BONDS SECURITIES CORPORATION
CREDITEX SECURITIES CORPORATION | ICE TMC | ICE BONDS SECURITIES CORPORATION | ICE BONDPOINT | CREDITTRADE SECURITIES CORPORATION

CRD#: 123635 / SEC#: , 8-65601

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


Main Address
1345 Avenue Of The Americas 8th Floor, New York, NY 10105
Mailing Address
1345 Avenue Of The Americas 7th Floor, New York, NY 10105
Phone number
(646) 237-4328
Established
Delaware since 04/18/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CREDITTRADE INC.SHAREHOLDER
BORSTELMANN, PETER LPRESIDENT/DIRECTOR4825965
EILEN, JEFFREY PHILIPCHIEF COMPLIANCE OFFICER6149705
FICARRA, THOMAS JOSEPHDIRECTOR5502295
LANSING, RYAN WILLIAMDIRECTOR5408916
MCKISSICK, JOHN JOSEPHPRINCIPAL OPERATIONS OFFICER4939416
THOMASSON, SEAN JOSEPHFINANCIAL PRINCIPAL5124423

Disclosures


Regulatory Event1

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


ICE BONDS SECURITIES CORPORATION

CRD#: 123635New York, NY 10105

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