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For Advisors
VF

Vincent W. Favaro

IDX MARKETS
NEW YORK, NY 10012
Some features on this profile are disabled
CRD#: 4163532
VF

Professional summary

Vincent William Favaro is a registered financial professional currently at IDX MARKETS, LLC located in New York, New York and CONFIGURE PARTNERS SECURITIES, LLC located in Atlanta, Georgia.

Vincent is registered as a RR (Registered Representative) and started their career in finance in 2000. Vincent has worked at 26 firms and has passed the Series 65, Series 63, Series 57TO, Series 99TO, Series 79TO, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Vincent William Favaro's CRS (Customer Relationship Summary).
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 19, 2024 - Present

IDX MARKETS, LLC

Office #1: 47 Great Jones St. 2nd Floor, New York, NY 10012
BD
CRD#: 171357
NEW YORK, NY
Current

July 23, 2024 - Present

CONFIGURE PARTNERS SECURITIES, LLC

Office #1: 3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
BD
CRD#: 165594
Atlanta, GA
Past

June 20, 2024 - December 17, 2024

PEACHTREE PC INVESTORS, LLC

BD
CRD#: 301004
ATLANTA, GA
Past

May 4, 2021 - March 30, 2023

GLEN EAGLE WEALTH, LLC

BD
CRD#: 124504
Kingston, NJ
Past

February 19, 2019 - December 31, 2023

BOOMERANG CAPITAL LLC

BD
CRD#: 120313
ROWAYTON, CT
Past

May 22, 2018 - December 31, 2018

CAVU SECURITIES LLC

BD
CRD#: 6906
RED BANK, NJ
Past

September 8, 2017 - December 31, 2018

FCF SECURITIES AND DERIVATIVES LLC

BD
CRD#: 157067
New York, NY
Past

June 9, 2016 - December 31, 2018

NEW ALBION PARTNERS LLC

BD
CRD#: 119518
NEW YORK, NY
Past

August 7, 2015 - June 23, 2016

WALLACHBETH CAPITAL LLC

BD
CRD#: 147853
NEW YORK, NY
Past

January 9, 2015 - April 17, 2015

WELBORN CAPITAL LLC

BD
CRD#: 152234
HUDSON, NY
Past

January 9, 2015 - August 4, 2015

HARVEST USA

BD
CRD#: 165614
NEW YORK, NY
Past

July 17, 2014 - September 29, 2015

PRIME EXECUTIONS, INC.

BD
CRD#: 32889
NEW YORK, NY
Past

August 8, 2013 - June 27, 2014

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

May 21, 2013 - July 22, 2013

PAPAMARKOU WELLNER & CO., INC.

BD
CRD#: 10963
NEW YORK, NY
Past

April 29, 2013 - June 10, 2013

BAYES CAPITAL LLC

BD
CRD#: 159644
OLD TAPPAN, NJ
Past

April 24, 2013 - July 31, 2013

WELBORN CAPITAL LLC

BD
CRD#: 152234
HUDSON, NY
Past

December 17, 2012 - May 16, 2013

XFA SECURITIES, LLC

BD
CRD#: 147909
CHICAGO, IL
Past

May 10, 2012 - December 21, 2012

R. F. LAFFERTY & CO., INC.

BD
CRD#: 2498
NEW YORK, NY
Past

December 9, 2011 - July 3, 2012

3 BRIDGES SECURITIES

BD
CRD#: 2474
NEW YORK, NY
Past

June 29, 2011 - April 9, 2013

X-CHANGE FINANCIAL ACCESS, LLC

BD
CRD#: 126201
CHICAGO, IL
Past

August 2, 2010 - June 20, 2011

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
NEW YORK, NY
Past

December 22, 2009 - December 22, 2009

TAG SECURITIES CORP.

BD
CRD#: 104076
NEW YORK, NY
Past

October 27, 2009 - January 26, 2010

C3 CAPITAL, LLC

BD
CRD#: 119155
NEW YORK, NY
Past

October 22, 2007 - December 31, 2008

TROPHY POINT ASSET MANAGEMENT LLC

RIA
CRD#: 145183
NEWARK, NJ
Past

January 26, 2007 - April 24, 2009

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

August 4, 2004 - April 7, 2009

RAMIREZ TRADETREK SECURITIES LLC

BD
CRD#: 105797
NEWARK, NJ
Past

February 28, 2003 - July 29, 2004

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
NEW YORK, NY
Past

August 23, 2000 - February 28, 2003

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
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
Georgia
(7/23/2024)
RR
New Jersey
(7/23/2024)
RR
New York
(1/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/16/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/23/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 7/31/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 8/22/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CONFIGURE PARTNERS SECURITIES, LLC
CONFIGURE PARTNERS SECURITIES, LLC | GLASSRATNER SECURITIES, LLC

CRD#: 165594 / SEC#: , 8-69172

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

Main Address
3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
Mailing Address
3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
Phone number
(404) 536-0690
Established
Georgia since 08/16/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 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#
CONFIGURE PARTNERS HOLDINGS, LLCSOLE MEMBER
FAVARO, VINCENT WILLIAMCCO4163532
HOPKINS, THOMAS JOHNFINOP, PFO, POO1835087
JACQUIN, JAY CHRISTOPHEREXECUTIVE REP., INVESTMENT BANKING AND PRIVATE SECURITIES OFFERINGS PRINCIPAL5155292

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

CONFIGURE PARTNERS SECURITIES, LLC

CRD#: 165594New York, NY 10012

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