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

Stephen D. Travale

Some features on this profile are disabled
CRD#: 3232914
ST

Professional summary


Stephen Don Travale was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen is a previously registered financial professional and started their career in finance in 1999. Prior to being barred, Stephen had worked at 4 firms, which includes MARTINEZ-AYME SECURITIES, CP CAPITAL SECURITIES, JWGENESIS SECURITIES INC., GKN SECURITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen D Travale

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 6, 2001 - November 26, 2001

MARTINEZ-AYME SECURITIES

BD
CRD#: 109838
MIAMI, FL
Past

July 24, 2001 - August 6, 2001

CP CAPITAL SECURITIES

BD
CRD#: 15029
MIAMI, FL
Past

November 9, 1999 - February 15, 2000

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

July 14, 1999 - November 12, 1999

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

June 7, 1999 - July 1, 1999

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, 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
RR
Series 63
Date: 6/21/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MS
MARTINEZ-AYME SECURITIES
MARTINEZ-AYME FINANCIAL GROUP INCORPORATED | MARTINEZ-AYME SECURITIES

CRD#: 109838 / SEC#: , 8-53108

BD
Cancelled by SEC on 10/26/2016
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
Mailing Address
Phone number
Established
Florida since 12/14/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AYME, ALFREDO FRANCISCOSHAREHOLDER1531433
MARTINEZ, REYNALDO AMBROSIOPRESIDENT/CEO/HEAD TRADER/COO/SECRETARY/OPERATIONS MANAGER/ CCO1270166
RODRIGUEZ, MAGDIELSHAREHOLDER5028838
ZALCBERG HOLDINGS, INC.SHAREHOLDER

Disclosures


Regulatory Event10

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


MARTINEZ-AYME SECURITIES

CRD#: 109838

TRUST BUT VERIFY

Monitor Stephen Travale

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