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DL

Daniel E. Landon

SIEBERT WILLIAMS SHANK & CO.
New York, NY 10005
Some features on this profile are disabled
CRD#: 308230
DL

Professional summary


Daniel Elias Landon, who also goes by Daniel E Landon, Daniel E Levy, is a registered financial professional currently at SIEBERT WILLIAMS SHANK & CO., LLC located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1973. Daniel has worked at 9 firms and has passed the Series 63, Series 7TO, SIE, PC, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel E Landon | Daniel E Levy

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 Daniel Elias Landon'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

December 21, 2015 - Present

SIEBERT WILLIAMS SHANK & CO., LLC

Office #1: 100 Wall Street 18th Floor, New York, NY 10005
BD
CRD#: 42568
New York, NY
Past

September 12, 2008 - April 6, 2009

RAMIREZ TRADETREK SECURITIES LLC

BD
CRD#: 105797
NEW YORK, NY
Past

March 4, 1993 - November 5, 2015

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

May 24, 1991 - February 16, 1993

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

October 22, 1986 - December 31, 1990

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

November 14, 1985 - October 16, 1986

KLEINWORT BENSON NORTH AMERICA INC.

BD
CRD#: 5087
Past

February 7, 1984 - August 2, 1985

SMITH NEW COURT, INC.

BD
CRD#: 10510
Past

May 19, 1978 - January 31, 1984

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

May 22, 1973 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

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 York
(12/21/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 11/13/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 12/10/1991
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 5/21/1973
Registered Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SW
SIEBERT WILLIAMS SHANK & CO., LLC
SIEBERT CISNEROS SHANK & CO., L.L.C. | SIEBERT, BRANDFORD, SHANK & CO., L.L.C. | SIEBERT WILLLIAMS SHANK | SIEBERT WILLIAMS SHANK & CO., LLC

CRD#: 42568 / SEC#: , 8-49877

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


Main Address
100 Wall Street 18th Floor, New York, NY 10005
Mailing Address
100 Wall Street 18th Floor, New York, NY 10005
Phone number
(646) 775-4850
Established
Delaware since 03/10/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 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#
SHANK WILLIAMS CISNEROS, LLCOWNER
CALABRISOTTO, DIANNE NMNAML OFFICER1273900
CALABRISOTTO, DIANNE NMNCHIEF COMPLIANCE OFFICER & COO1273900
CHANDA, ATEESH SINGHCHIEF LEGAL OFFICER6973151
DIAZ, DANIELFINANCIAL PRINCIPAL2214417
HALL, GARYCO-PRESIDENT4393662
SHANK-WERDLOW, SUZANNE FRANCESCEO, DIRECTOR OF PARENT1860931
THOMPSON, WILLIAM COLRIDGE JRCHIEF ADMINISTRATIVE OFFICER2316101
WARNER, SOBANI MULENGACO-PRESIDENT1732009

Disclosures


Regulatory Event4

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


SIEBERT WILLIAMS SHANK & CO., LLC

CRD#: 42568New York, NY 10005

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