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DR

Daniel Rudgers

STONINGTON DRIVE SECURITIES LLC
Short Hills, NJ 07078
Some features on this profile are disabled
CRD#: 4107791
DR

Professional summary


Daniel Rudgers, who also goes by Dan Rudgers, Daniel Frank Rudgers, is a registered financial professional currently at STONINGTON DRIVE SECURITIES LLC located in Short Hills, New Jersey.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Rudgers | Daniel Frank Rudgers

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 Daniel Rudgers'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

January 15, 2019 - Present

STONINGTON DRIVE SECURITIES LLC

Office #1: 51 Jfk Parkway First Floor West, Short Hills, NJ 07078Office #2: 51 Jfk Parkway First Floor West, Short Hills, NJ 07078
BD
CRD#: 287876
Short Hills, NJ
Past

November 29, 2016 - February 7, 2018

FIRST AVENUE

BD
CRD#: 145860
NEW YORK, NY
Past

June 16, 2008 - June 2, 2016

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY
Past

June 20, 2005 - May 29, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 23, 2003 - June 2, 2005

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

February 3, 2000 - April 29, 2003

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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
New Jersey
(1/15/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/2/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SD
STONINGTON DRIVE SECURITIES LLC
STONINGTON DRIVE SECURITIES LLC

CRD#: 287876 / SEC#: , 8-69914

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


Main Address
51 Jfk Parkway First Floor West, Short Hills, NJ 07078
Mailing Address
51 Jfk Parkway First Floor West, Short Hills, NJ 07078
Phone number
(646) 863-6431
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STONINGTON CAPITAL ADVISORS, LLCMANAGING MEMBER
HOPKINS, THOMAS JOHNFINOP1835087
PAWLICKI, DANA CLARENCECHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (1/2023)4918002

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


STONINGTON DRIVE SECURITIES LLC

CRD#: 287876Short Hills, NJ 07078

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