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

Gregg R. Giaquinto

CNR SECURITIES
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 3182583
GG

Professional summary


Gregg Robert Giaquinto, who also goes by Gregg Robert Giaquinto, is a registered financial professional currently at CNR SECURITIES, LLC located in New York, New York.

Gregg is registered as a RR (Registered Representative) and started their career in finance in 1999. Gregg has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, Series 57TO, Series 82TO, SIE, Series 55, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregg Robert Giaquinto

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 Gregg Robert Giaquinto'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

February 9, 2007 - Present

CNR SECURITIES, LLC

Office #1: 400 Park Avenue 6th Floor, New York, NY 10022
BD
CRD#: 18466
NEW YORK, NY
Past

February 9, 2007 - June 21, 2024

SYMPHONIC SECURITIES LLC

BD
CRD#: 139512
NEW YORK, NY
Past

April 17, 2006 - February 1, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
RALEIGH, NC
Past

December 21, 2001 - February 4, 2005

HEDGE FUND CAPITAL PARTNERS, LLC

BD
CRD#: 113326
BROOKLYN, NY
Past

July 8, 1999 - November 1, 2005

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
SMITHTOWN, 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
Arkansas
(3/1/2010)
RR
Florida
(9/4/2012)
RR
Illinois
(12/17/2014)
RR
New York
(2/20/2007)
RR
Puerto Rico
(11/25/2019)
RR
Texas
(3/16/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 6/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/20/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CNR SECURITIES, LLC
CNR SECURITIES, LLC | ROCHDALE INVESTMENT MANAGEMENT INC. | RIM SECURITIES, LLC | RIM SECURITIES LLC

CRD#: 18466 / SEC#: , 8-36759

BD
Broker-Dealer Firm Regulated by FINRA (New York 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
400 Park Avenue 3rd Floor, New York, NY 10022
Mailing Address
400 Park Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 702-3500
Established
Delaware since 10/11/2001
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (52 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#
CITY NATIONAL ROCHDALE HOLDINGS, LLCMANAGING MEMBER / 100% OWNER
BANUELOS, ALMA DELIABOARD DIRECTOR4530705
BARTON, RICHARD JOSEPHCHIEF COMPLIANCE OFFICER2040869
CEPLER, MITCHELL DANIELCFO AND FINOP4554270
DANIEL, JOBY SWANKUTTYBOARD DIRECTOR6616727
GIAQUINTO, GREGGPRESIDENT, CEO, & BOARD DIRECTOR3182583
O'KEEFFE, IVOR PATRICKBOARD DIRECTOR2397120
RILEY, SHAWN DAVIDBOARD DIRECTOR8157413

Disclosures


Regulatory Event3
Arbitration1

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


CNR SECURITIES, LLC

CRD#: 18466New York, NY 10022

TRUST BUT VERIFY

Monitor Gregg Giaquinto

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

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
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