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ML

Michael I. Leder

EQT PARTNERS BD
New York, NY 10167
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CRD#: 3203514
ML

Professional summary


Michael Ira Leder, who also goes by Michael Leder, is a registered financial professional currently at EQT PARTNERS BD, LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 3, Series 7 and Series 31 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Leder

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 Michael Ira Leder'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

July 19, 2023 - Present

EQT PARTNERS BD, LLC

Office #1: 245 Park Avenue 34th Floor, New York, NY, 10167
BD
CRD#: 322826
New York, NY
Past

July 31, 2014 - January 23, 2018

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

September 29, 2011 - July 1, 2014

MORGAN STANLEY

RIA
CRD#: 149777
RIDGEWOOD, NJ
Past

June 10, 2011 - July 1, 2014

MORGAN STANLEY

BD
CRD#: 149777
RIDGEWOOD, NJ
Past

June 6, 2005 - March 7, 2006

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 3, 2000 - April 24, 2001

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

April 29, 1999 - January 13, 2000

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
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
Alabama
(10/13/2023)
RR
Alaska
(10/20/2023)
RR
Arizona
(10/18/2023)
RR
Arkansas
(10/13/2023)
RR
California
(10/12/2023)
RR
Colorado
(10/17/2023)
RR
Connecticut
(10/13/2023)
RR
Delaware
(10/23/2023)
RR
District of Columbia
(10/13/2023)
RR
Florida
(10/13/2023)
RR
Georgia
(10/16/2023)
RR
Idaho
(10/13/2023)
RR
Illinois
(10/20/2023)
RR
Indiana
(10/17/2023)
RR
Iowa
(10/16/2023)
RR
Kansas
(10/13/2023)
RR
Kentucky
(10/13/2023)
RR
Louisiana
(10/13/2023)
RR
Maine
(10/12/2023)
RR
Maryland
(10/16/2023)
RR
Massachusetts
(10/16/2023)
RR
Michigan
(10/16/2023)
RR
Minnesota
(10/13/2023)
RR
Mississippi
(10/13/2023)
RR
Missouri
(10/13/2023)
RR
Montana
(10/16/2023)
RR
Nebraska
(10/12/2023)
RR
Nevada
(10/16/2023)
RR
New Hampshire
(10/20/2023)
RR
New Mexico
(10/13/2023)
RR
New York
(9/23/2023)
RR
North Carolina
(10/12/2023)
RR
North Dakota
(10/16/2023)
RR
Ohio
(10/12/2023)
RR
Oklahoma
(10/18/2023)
RR
Oregon
(10/16/2023)
RR
Pennsylvania
(10/13/2023)
RR
Puerto Rico
(10/24/2023)
RR
Rhode Island
(10/13/2023)
RR
South Carolina
(10/16/2023)
RR
South Dakota
(10/16/2023)
RR
Tennessee
(10/13/2023)
RR
Texas
(10/18/2023)
RR
Utah
(10/13/2023)
RR
Vermont
(10/12/2023)
RR
Virgin Islands
(10/13/2023)
RR
Virginia
(10/13/2023)
RR
Washington
(10/12/2023)
RR
Wisconsin
(10/12/2023)
RR
Wyoming
(10/19/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/22/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/11/2011
Futures Managed Funds Examination
SRO Registrations
RR
FINRA

Current Firm


EP
EQT PARTNERS BD, LLC
EQT PARTNERS BD, LLC | EQTE BROKERAGE LLC

CRD#: 322826 / SEC#: , 8-70966

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


Main Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Mailing Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Phone number
(484) 531-7456
Established
Delaware since 07/28/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
EQT EXETER HOLDINGS US INC.SOLE MEMBER
BREEN, BARRY EAMONCHIEF COMPLIANCE OFFICER, SECRETARY, DIRECTOR
GAUR, ALOKCHIEF EXECUTIVE OFFICER & DIRECTOR4693996
HOUSHMAND, ALIDIRECTOR4980374
RUTITSKIY, DMITRIYFINOP/PFO/POO6117665

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


EQT PARTNERS BD, LLC

CRD#: 322826New York, NY 10167

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