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AC

Andrew G. Cary

PERSHING ADVISOR SOLUTIONS LLC
JERSEY CITY, NJ 07399
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CRD#: 3013444
AC

Professional summary


Andrew George Cary, who also goes by Andrew George Cary, Drew Cary, Andrew G Cary, is a registered financial professional currently at PERSHING ADVISOR SOLUTIONS LLC located in Jersey City, New Jersey and PERSHING LLC located in Jersey City, New Jersey.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1998. Andrew has worked at 19 firms and has passed the Series 66, Series 63, Series 65, Series 52TO, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew George Cary | Drew Cary | Andrew G Cary

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 George Cary'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

January 12, 2024 - Present

PERSHING ADVISOR SOLUTIONS LLC

Office #1: One Pershing Plaza Pas Jersey City Osj, Jersey City, NJ 07399
BD
CRD#: 36671
JERSEY CITY, NJ
Current

January 12, 2024 - Present

PERSHING LLC

Office #1: One Pershing Plaza - Jersey City Osj, Jersey City, NJ 07399
BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 27, 2022 - November 8, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NEW YORK, NY
Past

June 8, 2022 - November 8, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

May 14, 2019 - October 7, 2021

AMERIVET SECURITIES, INC.

BD
CRD#: 34786
NEW YORK, NY
Past

September 11, 2017 - March 25, 2019

IFS SECURITIES

BD
CRD#: 40375
New York, NY
Past

August 16, 2016 - January 27, 2017

CG CAPITAL MARKETS, LLC

BD
CRD#: 35513
New York, NY
Past

April 7, 2016 - August 19, 2016

BIC DISTRIBUTORS, LLC

BD
CRD#: 152860
PHOENIX, AZ
Past

August 15, 2014 - December 4, 2014

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
New York, NY
Past

September 18, 2012 - May 9, 2013

KOTA GLOBAL SECURITIES INC.

BD
CRD#: 28137
NEW YORK, NY
Past

April 14, 2011 - September 5, 2012

TOUSSAINT CAPITAL PARTNERS, LLC

BD
CRD#: 130290
FREEHOLD, NJ
Past

June 8, 2009 - August 23, 2010

SARATOGA CAPITAL MARKETS

BD
CRD#: 120888
NEW YORK, NY
Past

July 10, 2007 - March 25, 2008

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

May 24, 2006 - November 17, 2006

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

May 10, 2005 - June 13, 2006

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

September 10, 2004 - March 24, 2005

CAROLINA CAPITAL MARKETS, INC.

BD
CRD#: 38156
CHAPEL HILL, NC
Past

June 2, 2003 - May 17, 2004

DEBTTRADERS, INC.

BD
CRD#: 102120
NEW YORK, NY
Past

September 25, 2001 - December 4, 2002

BEAR STEARNS ASSET MANAGEMENT INC.

RIA
CRD#: 113359
NEW YORK, NY
Past

April 15, 1998 - December 4, 2002

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
New Jersey
(1/31/2024)
RR
New York
(6/27/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2022
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/25/2024
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
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


PL
PERSHING LLC
BNY PERSHING | PERSHING LLC | PERSHING | DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION | DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

CRD#: 7560 / SEC#: , 8-17574

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


Main Address
One Pershing Plaza, Jersey City, NJ 07399
Mailing Address
One Pershing Plaza 10th Floor, Jersey City, NJ 07399
Phone number
(201) 413-2000
Established
Delaware since 01/17/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PERSHING GROUP LLCHOLDING COMPANY
BADGER, ERIC CHRISTOPHERBOARD MEMBER8040351
CROWLEY, JAMES THOMASCHIEF EXECUTIVE OFFICER (CEO), GLOBAL HEAD, BOARD MEMBER1087182
DAVID, ERIC CIMARRONBOARD MEMBER, PRINCIPAL OPERATIONS OFFICER, CHIEF OPERATIONS OFFICER3132045
KEARNEY, JAMES FRANCIS IIIBOARD MEMBER6388373
LOFLING, JASON ROBERTBOARD MEMBER, CHIEF FINANCIAL OFFICER (CFO), PRINCIPAL FINANCIAL OFFICER (PFO)5177277
MAJIYAGBE, ELIZABETH OLAIDEBOARD MEMBER7013772
O'LAUGHLEN, VICTOR FRANCIS JRBOARD MEMBER8041737
SIMMONDS, AINSLIE JANEBOARD MEMBER6047968
VITALE, JASON DOMINICKBOARD MEMBER8038160
YOUNG, LYNN MARIECHIEF COMPLIANCE OFFICER1982726

Disclosures


Regulatory Event74
Arbitration32

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


PERSHING LLC

CRD#: 7560Jersey City, NJ 07399

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