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KC

Kathleen N. Camisa

STOCK SECURITIES LLC
Stamford, CT 06901-3435
Some features on this profile are disabled
CRD#: 3239619
KC

Professional summary


Kathleen Nmn Camisa, who also goes by Kathleen Camisa, Kathleen Everett, is a registered financial professional currently at STOCK SECURITIES LLC located in Stamford, Connecticut and CANDEAL SECURITIES, LLC located in Stuyvesant, New York.

Kathleen is registered as a RR (Registered Representative) and started their career in finance in 2004. Kathleen has worked at 7 firms and has passed the SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kathleen Camisa | Kathleen Everett

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 Kathleen Nmn Camisa'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 15, 1999 - Present

STOCK SECURITIES LLC

Office #1: 201 Tresser Boulevard Suite 345, Stamford, CT 06901-3435
BD
CRD#: 32244
Stamford, CT
Current

December 13, 2021 - Present

CANDEAL SECURITIES, LLC

Office #1: 396 Schoolhouse Road, Stuyvesant, NY 12173
BD
CRD#: 173523
Stuyvesant, NY
Current

October 7, 2022 - Present

BRATTLE ADVISORS LLC

Office #1: 53 State Streeet, Suite 500, Boston, MA 02109
BD
CRD#: 153875
BOSTON, MA
Current

December 2, 2024 - Present

LOCUST WALK SECURITIES, LLC

Office #1: 420 Boylston Street Floor 6, Boston, MA 02116
BD
CRD#: 156174
BOSTON, MA
Past

September 1, 2022 - July 29, 2025

BARRAMUNDI CAPITAL LLC

BD
CRD#: 316044
BOCA RATON, FL
Past

June 29, 2022 - July 12, 2024

STOCKSHIELD, LLC

BD
CRD#: 147109
PASADENA, CA
Past

March 30, 2004 - September 24, 2020

CHAMPLAIN ADVISORS, LLC

BD
CRD#: 129560
Dorado, PR

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
Florida
(11/3/2022)

Exams


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LW
LOCUST WALK SECURITIES, LLC
LOCUST WALK SECURITIES, LLC | LWP ADVISORS, LLC

CRD#: 156174 / SEC#: , 8-68771

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


Main Address
420 Boylston Street Floor 6, Boston, MA 02116
Mailing Address
420 Boylston Street Floor 6, Boston, MA 02116
Phone number
(617) 300-0161
Established
Delaware since 12/14/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 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#
LOCUST WALK PARTNERS LLCPARENT- OWNER
CAMISA, KATHLEEN NMNFINOP3239619
MEYERSON, GEOFFREY HARRISMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER3049789

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


LOCUST WALK SECURITIES, LLC

CRD#: 156174Stamford, CT 06901-3435

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