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CB

Christina Bartnikowski

NEAR EARTH
NEW CANAAN, CT 06840
Some features on this profile are disabled
CRD#: 3268496
CB

Professional summary

Christina Bartnikowski is a registered financial professional currently at NEAR EARTH, LLC located in New Canaan, Connecticut.

Christina is registered as a RR (Registered Representative) and started their career in finance in 1999. Christina has worked at 5 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Christina Bartnikowski's 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

March 31, 2026 - Present

NEAR EARTH, LLC

Office #1: 945 West Road, New Canaan, CT 06840
BD
CRD#: 126041
NEW CANAAN, CT
Past

December 9, 2020 - December 14, 2021

CLEAR STREET LLC

BD
CRD#: 288933
NEW YORK, NY
Past

April 30, 2019 - December 9, 2020

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
NEW YORK, NY
Past

May 28, 2015 - May 1, 2017

FOCUSPOINT PRIVATE CAPITAL GROUP

BD
CRD#: 122341
NEW YORK, NY
Past

October 14, 1999 - July 7, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
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: 9/29/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/31/2026
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NE
NEAR EARTH, LLC
NEAR EARTH, LLC

CRD#: 126041 / SEC#: , 8-65846

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
945 West Road, New Canaan, CT 06840
Mailing Address
945 West Road, New Canaan, CT 06840
Phone number
(203) 972-9062
Established
Connecticut since 03/12/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
DAVIDSON, HOYT LEROYCCO/CEO/MANAGING MEMBER/SHAREHOLDER1735315
STONE, JR., JOHN LYNWOODSHAREHOLDER4383202
EFREM, KATHY KHATINAFINOP3248100

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

NEAR EARTH, LLC

CRD#: 126041New Canaan, CT 06840

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