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BF

Brian A. Frechman

THE VERTICAL GROUP
Red Bank, NJ 07701
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CRD#: 3138264
BF

Professional summary


Brian Alan Frechman is a registered financial professional currently at THE VERTICAL GROUP located in Red Bank, New Jersey.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2005. Brian has worked at 5 firms and has passed the Series 63, Series 65, Series 57TO, SIE, Series 55, Series 7, Series 4 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 Brian Alan Frechman'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

August 6, 2015 - Present

THE VERTICAL GROUP

Office #1: 130 Maple Avenue Building 5, Ph, Red Bank, NJ 07701
BD
CRD#: 104353
Red Bank, NJ
Past

January 31, 2011 - August 4, 2015

TELSEY ADVISORY GROUP LLC

BD
CRD#: 148234
Redwood City, CA
Past

October 2, 2008 - November 8, 2012

ISLAND TRADING

BD
CRD#: 111468
NEW YORK, NY
Past

June 9, 2006 - October 6, 2008

KNIGHT DIRECT LLC

BD
CRD#: 135924
SAN FRANCISCO, CA
Past

May 20, 2005 - June 9, 2006

TRADING LLC

BD
CRD#: 122099
SAN FRANCISCO, CA

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
California
(8/6/2015)
RR
New York
(8/6/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 4/23/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/19/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/6/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TV
THE VERTICAL GROUP
ATWOOD, MARKS & COMPANY, INC | THE VERTICAL TRADING GROUP, LLC | THE VERTICAL GROUP, INC. | THE VERTICAL GROUP

CRD#: 104353 / SEC#: , 8-52814

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


Main Address
130 Maple Avenue Building 5, Ph, Red Bank, NJ 07701
Mailing Address
99 Wall Street Suite 2280, New York, NY 10005
Phone number
(212) 918-1202
Established
New York since 08/11/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
RAS HOLDINGS, LLCPARENT COMPANY
MARTIN, THOMAS DOMINICKFINOP, GSP (12/2003), CCO (3/2016)2363939
SCHAFFER, ROBERT ANDREWCEO, EXECUTIVE REPRESENTATIVE, GSP (12/2003)2743384

Disclosures


Regulatory Event13

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


THE VERTICAL GROUP

CRD#: 104353Red Bank, NJ 07701

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