AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KA

Kola A. Agbaje

Some features on this profile are disabled
CRD#: 3177135
KA

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.

Kola Abdul Rahman Agbaje, who also goes by Kola Abdulrahman Agbaje, Kola Agbaje, was a registered financial professional .

Kola is a previously registered financial professional and started their career in finance in 1999. Kola had worked at 22 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 62 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kola Abdulrahman Agbaje | Kola Agbaje

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

August 13, 2025 - October 30, 2025

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
IRVINE, CA
Past

August 13, 2025 - October 30, 2025

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

March 31, 2025 - September 8, 2025

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

February 3, 2022 - April 1, 2025

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

May 9, 2021 - April 1, 2025

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
IRVINE, CA
Past

May 1, 2018 - May 7, 2021

KATALYST SECURITIES LLC

BD
CRD#: 112494
New York, NY
Past

September 28, 2016 - April 24, 2018

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

June 9, 2015 - September 28, 2016

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

February 20, 2014 - June 16, 2015

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

October 23, 2013 - March 7, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
CRANFORD, NJ
Past

February 1, 2013 - August 27, 2013

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
EAST BRUNSWICK, NJ
Past

April 11, 2012 - August 10, 2012

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

September 28, 2010 - January 26, 2012

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

April 13, 2009 - September 28, 2010

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
EAST BRUNSWICK, NJ
Past

August 5, 2008 - April 13, 2009

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
EAST BRUNSWICK, NJ
Past

April 14, 2008 - August 13, 2008

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

June 22, 2007 - April 17, 2008

WEDBUSH SECURITIES INC.

BD
CRD#: 877
EAST BRUNSWICK, NJ
Past

May 31, 2005 - June 25, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
LAKE SUCCESS, NY
Past

May 28, 2003 - June 22, 2005

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

July 9, 2002 - June 5, 2003

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 17, 2002 - July 8, 2002

W.A. CAPITAL MARKETS

BD
CRD#: 6292
NEW YORK, NY
Past

August 20, 2001 - January 18, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 13, 2000 - March 14, 2001

SANDGRAIN SECURITIES LLC

BD
CRD#: 26004
GARDEN CITY, NY
Past

January 27, 1999 - September 12, 2000

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, 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: 9/5/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/20/2001
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/26/1999
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


SS
SUTTER SECURITIES INCORPORATED
S & D SECURITIES, INC. | SUTTER SECURITIES, INC. | SUTTER SECURITIES INCORPORATED

CRD#: 30770 / SEC#: , 8-45158

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
6 Venture, Suite 395 Suite 395, Irvine, CA 92618
Mailing Address
6 Venture, Suite 395 Suite 395, Irvine, CA 92618
Phone number
(415) 352-6300
Established
California since 07/22/1992
Firm type
Corporation
Fiscal year end
June
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#
SUTTER SECURITIES GROUP INC (FORMERLY FINTECH GLOBAL MARKETS)SHAREHOLDER
BULL, ROBERT LEE IVFINOP1521134
CHOMATIL, NEHRU SUBRAMANIANCHIEF COMPLIANCE OFFICER2342004
MALEY, ROBERT ANDREWEXECUTIVE VICE PRESIDENT2442794
MATTHEWS, GILBERT ELLIOTTSR. MANAGING DIRECTOR, DIRECTOR, CHAIRMAN
SMITH, LINCOLN JOSEPH JRPRESIDENT, CEO2501422

Disclosures


Regulatory Event1
Bond1

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


SUTTER SECURITIES INCORPORATED

CRD#: 30770

TRUST BUT VERIFY

Monitor Kola Agbaje

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics