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AP

Armand T. Palatucci

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CRD#: 355405
AP

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.

Armand Theodore Palatucci, who also goes by Ted Palatucci, was a registered financial professional .

Armand is a previously registered financial professional and started their career in finance in 1987. Armand had worked at 12 firms and has passed the Series 63, SIE, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ted Palatucci

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

January 14, 2016 - December 31, 2017

ANDRES CAPITAL MANAGEMENT, LLC

RIA
CRD#: 175096
BERWYN, PA
Past

October 27, 2009 - November 16, 2015

NW CAPITAL MARKETS INC.

BD
CRD#: 17622
POTTSTOWN, PA
Past

February 17, 2006 - April 30, 2009

USTOCKTRADE SECURITIES, INC.

BD
CRD#: 16208
PHILADELPHIA, PA
Past

January 20, 2004 - January 31, 2006

DOLPHIN & BRADBURY INCORPORATED

BD
CRD#: 6932
PHILADELPHIA, PA
Past

May 8, 2003 - February 2, 2004

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

March 25, 2002 - April 15, 2003

DOLPHIN & BRADBURY INCORPORATED

BD
CRD#: 6932
PHILADELPHIA, PA
Past

April 16, 2001 - November 28, 2001

MARKET AXESS INC.

BD
CRD#: 104103
NEW YORK, NY
Past

February 1, 2001 - December 3, 2001

MARKETAXESS CORPORATION

BD
CRD#: 44542
NEW YORK, NY
Past

September 10, 1998 - January 22, 1999

ALAMO CAPITAL

BD
CRD#: 26193
WALNUT CREEK, CA
Past

January 28, 1998 - September 9, 1998

O'BRIEN & SHEPARD, INC.

BD
CRD#: 7152
FREEHOLD, NJ
Past

April 22, 1993 - January 11, 1994

SOUTHEAST REGIONAL SECURITIES, INC.

BD
CRD#: 30700
Past

March 21, 1990 - March 18, 1993

PRINTON, KANE GROUP, INC.

BD
CRD#: 23667
Past

September 10, 1987 - April 9, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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: 9/29/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AC
ANDRES CAPITAL MANAGEMENT, LLC
ANDRES CAPITAL MANAGEMENT, LLC | ANDRES ROBINSON CAPITAL MANAGEMENT, LLC

CRD#: 175096 / SEC#: 801-100382

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Contact information


Main Address
Berwyn, PA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


ANDRES CAPITAL MANAGEMENT, LLC

CRD#: 175096

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