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YM

Yusufali F. Musaji

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CRD#: 4133193
YM

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.

Yusufali Fidahussein Musaji, who also goes by Yusufali F Musaji, Yusufali Fidahussein Musaji, was a registered financial professional .

Yusufali is a previously registered financial professional and started their career in finance in 2011. Yusufali had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yusufali F Musaji | Yusufali Fidahussein Musaji

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

October 3, 2023 - September 27, 2024

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

February 16, 2021 - October 11, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODBRIDGE, NJ
Past

April 18, 2019 - March 1, 2021

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

May 3, 2018 - February 5, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
PARAMUS, NJ
Past

July 26, 2017 - February 8, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Secaucus, NJ
Past

February 10, 2012 - March 15, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SHORT HILLS, NJ
Past

December 15, 2011 - March 15, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SHORT HILLS, NJ
Past

January 31, 2011 - October 4, 2011

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SHORT HILLS, NJ
Past

January 3, 2011 - October 4, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SHORT HILLS, NJ

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
IAR
Series 66
Date: 1/28/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

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


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
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#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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


PHX FINANCIAL, INC.

CRD#: 144403

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