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JF

James Fink

SIGULER GUFF GLOBAL MARKETS
NEW YORK, NY 10166
Some features on this profile are disabled
CRD#: 3227599
JF

Professional summary


James Fink, who also goes by James Allen Fink, is a registered financial professional currently at SIGULER GUFF GLOBAL MARKETS, LLC located in New York, New York.

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Allen Fink

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 James Fink'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

December 1, 2023 - Present

SIGULER GUFF GLOBAL MARKETS, LLC

Office #1: 200 Park Avenue 14th Floor, New York, NY, 10166
BD
CRD#: 159534
NEW YORK, NY
Past

November 24, 2020 - April 11, 2023

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHARLOTTE, NC
Past

June 12, 2019 - September 23, 2020

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

March 19, 2009 - December 3, 2018

BARINGS SECURITIES LLC

BD
CRD#: 36929
CHARLOTTE, NC
Past

April 27, 2004 - April 19, 2007

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
CHARLOTTE, NC
Past

July 27, 2000 - November 19, 2003

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

June 25, 1999 - July 20, 2000

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA

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
(12/1/2023)
RR
Alaska
(12/1/2023)
RR
Arizona
(12/1/2023)
RR
Arkansas
(12/1/2023)
RR
California
(12/1/2023)
RR
Colorado
(12/1/2023)
RR
Connecticut
(12/1/2023)
RR
Delaware
(12/1/2023)
RR
District of Columbia
(12/1/2023)
RR
Florida
(12/1/2023)
RR
Georgia
(12/1/2023)
RR
Hawaii
(12/1/2023)
RR
Idaho
(12/1/2023)
RR
Illinois
(12/1/2023)
RR
Indiana
(12/1/2023)
RR
Iowa
(12/1/2023)
RR
Kansas
(12/1/2023)
RR
Kentucky
(12/1/2023)
RR
Louisiana
(12/1/2023)
RR
Maine
(12/1/2023)
RR
Maryland
(12/1/2023)
RR
Massachusetts
(12/1/2023)
RR
Michigan
(12/1/2023)
RR
Minnesota
(12/1/2023)
RR
Mississippi
(12/1/2023)
RR
Missouri
(12/1/2023)
RR
Montana
(12/1/2023)
RR
Nebraska
(12/1/2023)
RR
Nevada
(12/1/2023)
RR
New Hampshire
(12/1/2023)
RR
New Jersey
(12/1/2023)
RR
New Mexico
(12/1/2023)
RR
New York
(12/1/2023)
RR
North Carolina
(12/1/2023)
RR
North Dakota
(12/1/2023)
RR
Ohio
(12/4/2023)
RR
Oklahoma
(12/1/2023)
RR
Oregon
(12/1/2023)
RR
Pennsylvania
(12/1/2023)
RR
Rhode Island
(12/1/2023)
RR
South Carolina
(12/1/2023)
RR
South Dakota
(12/1/2023)
RR
Tennessee
(12/1/2023)
RR
Texas
(12/1/2023)
RR
Utah
(12/1/2023)
RR
Vermont
(12/1/2023)
RR
Virginia
(12/1/2023)
RR
Washington
(12/1/2023)
RR
West Virginia
(12/1/2023)
RR
Wisconsin
(12/1/2023)
RR
Wyoming
(12/1/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/27/2012
National Commodity Futures Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SG
SIGULER GUFF GLOBAL MARKETS, LLC
SIGULER GUFF GLOBAL MARKETS, LLC

CRD#: 159534 / SEC#: , 8-68996

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


Main Address
200 Park Avenue 14th Floor, New York, NY, 10166
Mailing Address
200 Park Avenue 14th Floor, New York, NY, 10166
Phone number
(212) 332-5100
Established
Delaware since 04/14/2011
Firm type
Limited Liability Company
Fiscal year end
December
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#
SIGULER GUFF & COMPANY, LPOWNER
BURNS, KENNETH JAMESCEO1637365
KRIEWALD, JESSICAFINOP7052634
PHILLIPS, MARCELO ALANCHIEF COMPLIANCE OFFICER5634707

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


SIGULER GUFF GLOBAL MARKETS, LLC

CRD#: 159534New York, NY 10166

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