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DE

Daniel J. Ezra

ENTEGRA SECURITIES LLC
NEW YORK, NY 10001
Some features on this profile are disabled
CRD#: 3128212
DE

Professional summary

Daniel Jonathan Ezra is a registered financial professional currently at ENTEGRA SECURITIES LLC located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1999. Daniel has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 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 Daniel Jonathan Ezra'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

March 18, 2025 - Present

ENTEGRA SECURITIES LLC

Office #1: 130 West 30th Street 6a, New York, NY 10001
BD
CRD#: 332517
NEW YORK, NY
Past

June 16, 1999 - March 13, 2024

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
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 York
(4/21/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/8/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/18/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/26/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/1/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

ES
ENTEGRA SECURITIES LLC
ENTEGRA SECURITIES LLC

CRD#: 332517 / SEC#: , 8-71279

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

Main Address
130 West 30th Street 6a, New York, NY 10001
Mailing Address
130 West 30th Street 6a, New York, NY 10001
Phone number
(917) 969-3997
Established
Delaware since 06/21/2024
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ENTEGRA LLCSOLE MEMBER
ELIAS, BEN-ARICFO/FINOP4817337
EZRA, DANIEL JONATHANCEO, DIRECTOR3128212
IGNALL, EVAN TODDCCO2039007

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

ENTEGRA SECURITIES LLC

CRD#: 332517New York, NY 10001

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