Jason Mahabirsingh
Professional summary
Jason Mahabirsingh, who also goes by Jason S Mahabirsingh, is a registered financial advisor currently at MOMENTUM ADVISORS located in New York, New York.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Mahabirsingh's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2022 - Present
MOMENTUM ADVISORS
Office #1: 1120 Avenue Of The Americas 4th Floor, New York, NY 10036September 24, 2004 - October 4, 2018
CREDIT SUISSE SECURITIES (USA) LLC
Primary Firm SEC Registration
MOMENTUM ADVISORS
CRD#: 159574 / SEC#: 801-73092
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2022)
Exams
Series 55
Date: 10/18/2004
Limited Representative-Equity Trader ExamCurrent Firm
MOMENTUM ADVISORS
CRD#: 159574 / SEC#: 801-73092
Contact information
SEC notice filing (31 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 329 |
| AUM (Assets Under Management) | $ 400,137,550 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 11/04/2024 | ||
| 11/04/2024 | ||
| 11/04/2024 | ||
| 11/04/2024 | ||
| 11/04/2024 | ||
| 01/10/2024 |
Red Flags
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