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AC

Arnaldo R. Capote

CLEAR STREET LLC
Del Mar, CA 92014
Some features on this profile are disabled
CRD#: 3207907
AC

Professional summary


Arnaldo Raul Capote, who also goes by Andy Capote, Arnaldo R Capote III, Arnaldo Raul Capote III, is a registered financial professional currently at CLEAR STREET LLC located in Del Mar, California.

Arnaldo is registered as a RR (Registered Representative) and started their career in finance in 1999. Arnaldo has worked at 9 firms and has passed the Series 63, Series 65, Series 99TO, Series 57TO, SIE, Series 3, Series 44, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Capote | Arnaldo R Capote Iii | Arnaldo Raul Capote Iii

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 Arnaldo Raul Capote'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 7, 2022 - Present

CLEAR STREET LLC

Office #1: 2010 Jimmy Durante Blvd, Suite 270 , Del Mar, CA 92014
BD
CRD#: 288933
Del Mar, CA
Past

June 1, 2020 - October 2, 2023

PRECISION SECURITIES, LLC

BD
CRD#: 103976
DEL MAR, CA
Past

January 3, 2007 - June 2, 2020

SAGETRADER, LLC

BD
CRD#: 137862
SAN FRANCISCO, CA
Past

December 6, 2006 - October 31, 2012

VTRADER PRO, LLC

BD
CRD#: 131920
SAN FRANCISCO, CA
Past

May 1, 2006 - December 6, 2006

VTRADER, LLC.

BD
CRD#: 101540
SAN FRANCISCO, CA
Past

September 27, 2005 - August 15, 2007

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

July 10, 2003 - September 24, 2003

MILLENNIUM BROKERAGE, L.L.C.

BD
CRD#: 47728
CHATHAM, NJ
Past

August 1, 2000 - May 2, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN MATEO, CA
Past

July 27, 2000 - May 2, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 20, 1999 - June 19, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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
Arizona
(2/7/2022)
RR
California
(2/7/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 9/10/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
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
General Industry/Product Exam
General Industry/Product Exam
RR
Series 44
Date: 4/17/2008
PCX Market Maker Exam
General Industry/Product Exam
RR
Series 31
Date: 8/13/1999
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


CS
CLEAR STREET LLC
CENTERPOINT SECURITIES | GLOBECS, LLC | CLEAR STREET, LLC | CLEAR STREET LLC | CLEAR STREET FUTURES

CRD#: 288933 / SEC#: , 8-69972

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


Main Address
4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007
Mailing Address
4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007
Phone number
(646) 738-4066
Established
Delaware since 12/20/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# 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#
CLEAR STREET HOLDINGS LLCSOLE CLASS A MEMBER
AUSUBEL, ELLI MARKDIRECTOR5715145
COHEN, URIEL EPHRAIMDIRECTOR4089765
HAMMERICH, DALF PAULHEAD OF SUPPORT4710381
MOCCIA, CHRISTY NOELCHIEF COMPLIANCE OFFICER4855629
OLIVEIRA, BRIANCFO/FINOP/PRINCIPAL FINANCIAL OFFICER5371120
SICKLICK, KENNETHDIRECTOR7418830
VOLZ, ANDREWDIRECTOR, CHIEF EXECUTIVE OFFICER4808674

Disclosures


Regulatory Event1
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


CLEAR STREET LLC

CRD#: 288933Del Mar, CA 92014

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