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CM

Charles S. Mercein

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CRD#: 332093
CM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Schley Mercein, who also goes by Charles S Mercein, Chuck Mercein, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1971. Charles had worked at 9 firms and has passed the Series 63, SIE, Series 6, Series 000 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles S Mercein | Chuck Mercein

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 22, 2012 - December 4, 2017

DELPHOS MMJ L.P.

BD
CRD#: 137389
NEW YORK, NY
Past

May 1, 2001 - September 21, 2010

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

November 24, 1992 - May 29, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

March 13, 1992 - September 15, 1992

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

June 24, 1991 - December 17, 1991

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
LITTLE SILVER, NJ
Past

April 25, 1990 - May 8, 1991

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 26, 1982 - November 12, 1985

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

October 14, 1977 - March 9, 1982

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

February 3, 1971 - October 3, 1977

CIBC WORLD MARKETS CORP.

BD
CRD#: 630

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: 4/24/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 000
Date: 4/29/1969
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 4/29/1969
Registered Representative Examination

Current Firm


DM
DELPHOS MMJ L.P.
DELPHOS MMJ L.P. | VEGA SECURITIES LP | PROXIMA ALFA SECURITIES LP | MANN MANN JENSEN PARTNERS LP | DELPHOS MMJ LP

CRD#: 137389 / SEC#: , 8-67083

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


Main Address
1270 Avenue Of The Americas 7th Floor, New York, NY 10020
Mailing Address
1270 Avenue Of The Americas 7th Floor, New York, NY 10020
Phone number
(215) 694-5054
Established
Delaware since 08/10/2005
Firm type
Partnership
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#
DELPHOS MMJ LLC 1OWNER
DELPHOS MMJ 2 LLCOWNER
GRASER, WERNERPRESIDENT AND GENERAL SECURITIES PRINCIPAL1760581
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519
MEUNIER, CHRISTOPHER JABOAFINOP7407392

Disclosures


Regulatory Event1

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


DELPHOS MMJ L.P.

CRD#: 137389

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