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JN

Jeffrey Nekrutman

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CRD#: 3136821
JN

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.

Jeffrey Nekrutman, who also goes by Jeffery Nekrutman, was a registered financial advisor .

Jeffrey is a previously registered financial advisor and started their career in finance in 1998. Jeffrey had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffery Nekrutman

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

March 14, 2011 - March 16, 2012

NORTHEAST ASSET MANAGEMENT LLC

RIA
CRD#: 117567
MITCHEL FIELD, NY
Past

August 10, 2009 - March 16, 2012

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

February 28, 2006 - December 31, 2007

OSAIC FA, INC.

RIA
CRD#: 3978
SYOSSET, NY
Past

December 12, 2005 - April 18, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
SYOSSET, NY
Past

December 12, 2005 - August 18, 2009

OSAIC FA, INC.

BD
CRD#: 3978
SYOSSET, NY
Past

February 25, 2004 - December 21, 2005

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
UNIONDALE, NY
Past

January 22, 2003 - December 21, 2005

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

July 30, 2002 - January 29, 2003

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LAKE SUCCESS, NY
Past

November 11, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 11, 1998 - January 29, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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
IAR
Series 65
Date: 10/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NA
NORTHEAST ASSET MANAGEMENT LLC
NORTHEAST ASSET MANAGEMENT LLC | NORTHEAST ASSET MANAGEMENT, INC.

CRD#: 117567 / SEC#: 801-71727

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Contact information


Main Address
777 Brickell Ave 10th Floor, Miami, FL 33131
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2019 BROCHURE (3/6/2019)

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


NORTHEAST ASSET MANAGEMENT LLC

CRD#: 117567

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