BS
Bernard Selz
INGALLS INVESTMENT MANAGEMENT
NEW YORK, NY 10020
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CRD#: 418681
BS
Bernard SelzINGALLS INVESTMENT MANAGEMENT
Professional summary
Bernard Selz, who also goes by Bernard Thierry Selz, is a registered financial advisor currently at INGALLS INVESTMENT MANAGEMENT, LLC located in New York, New York and INGALLS & SNYDER, LLC located in New York, New York.
Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1968. Bernard has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 4, Series 24 and Series 40 exams.
Aliases
Bernard Thierry Selz
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 Trustee of the Bernard Selz Revocable Trust, an investment vehicle formed on December 18, 2012, located at 121 East 73rd Street, New York, NY 10021. Devotes the majority of his time to managing assets where investment decisions are allocated proportionately among accounts, including this Trust.
The President of Selz Foundation, Inc., a not-for-profit corporation formed on August 22, 1983, located at 121 East 73rd Street, New York, NY 10021. Devotes the majority of his time to managing assets where investment decisions are allocated proportionately among accounts, including this Foundation.
The Partnership Representative of Fouquet, LLC, an investment vehicle formed on February 19, 2020, located at 121 East 73rd Street, New York, NY 10021. Devotes the majority of his time to managing assets where investment decisions are allocated proportionately among accounts, including this LLC.
The Managing Member of Selz Capital, LLC, an organization formed on November 5, 2003, located at 121 East 73rd Street, New York, NY 10021. Selz Capital is the business vehicle for Bernard Selz where he conducts personal accounting matters. He devotes approximately 5% of his time to Selz Capital matters.
The Managing Member of Luxor, LLC, an organization formed on November 5, 2003, located at 121 East 73rd Street, New York, NY 10021. Luxor is the former General Partner of Karnak Partners, L.P., a hedge fund liquidated as of November 30, 2020. Luxor is in the process of being dissolved. Devotes approximately 1% of his time to Luxor matters.
The Partnership Representative of Fouquet, LLC, an investment vehicle formed on February 19, 2020, located at 121 East 73rd Street, New York, NY 10021. Devotes the majority of his time to managing assets where investment decisions are allocated proportionately among accounts, including this LLC.
The Managing Member of Selz Capital, LLC, an organization formed on November 5, 2003, located at 121 East 73rd Street, New York, NY 10021. Selz Capital is the business vehicle for Bernard Selz where he conducts personal accounting matters. He devotes approximately 5% of his time to Selz Capital matters.
The Managing Member of Luxor, LLC, an organization formed on November 5, 2003, located at 121 East 73rd Street, New York, NY 10021. Luxor is the former General Partner of Karnak Partners, L.P., a hedge fund liquidated as of November 30, 2020. Luxor is in the process of being dissolved. Devotes approximately 1% of his time to Luxor matters.
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Selz'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®
NoneExperience
Current
August 10, 2026 - Present
INGALLS INVESTMENT MANAGEMENT, LLC
Office #1: 1 Rockefeller Plaza 7th Floor, New York, NY 10020RIA
CRD#: 343369
NEW YORK, NY
Current
February 9, 2021 - Present
INGALLS & SNYDER, LLC
Office #1: 1 Rockefeller Plaza 7th Floor, New York, NY 10020Office #2: 1 Rockefeller Plaza 7th Floor, New York, NY 10020Office #3: 1 Rockefeller Plaza 7th Floor, New York, NY 10020RIA
BD
CRD#: 2288
NEW YORK, NY
Past
July 8, 2021 - August 10, 2026
INGALLS & SNYDER, LLC
RIA
CRD#: 2288
NEW YORK, NY
Past
February 6, 2020 - February 2, 2021
NEUBERGER BERMAN BD LLC
BD
CRD#: 2908
NEW YORK, NY
Past
February 4, 2010 - February 4, 2020
GAGNON SECURITIES, LLC
BD
CRD#: 103727
NEW YORK, NY
Past
January 7, 2004 - February 1, 2010
MORGAN JOSEPH TRIARTISAN LLC
BD
CRD#: 10948
NEW YORK, NY
Past
February 8, 2000 - January 15, 2004
ING INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 21644
NEW YORK, NY
Past
August 31, 1973 - February 8, 2000
ABN AMRO SECURITIES LLC
BD
CRD#: 6540
NEW YORK, NY
Past
January 15, 1968 - February 12, 1974
SEIDEN & DE CUEVAS INCORPORATED
BD
CRD#: 1000001
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INGALLS INVESTMENT MANAGEMENT, LLC
2X WEALTH GROUP | STEWART ASSET MANAGEMENT TEAM | NOBSKA CAPITAL MANAGEMENT | INGALLS INVESTMENT MANAGEMENT, LLC | FUNDAMENTAL EQUITY ADVISORS | BRIDGEHAMPTON GROUP | 6TH AVENUE TEAM
CRD#: 343369 / SEC#: 801-5016
RIA
Registered Investment Advisory firm - (8/21/1968 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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(3/9/2021)
RR
New York(2/9/2021)
IAR
New York(8/10/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 1/8/1968
Registered Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
II
INGALLS INVESTMENT MANAGEMENT, LLC
2X WEALTH GROUP | STEWART ASSET MANAGEMENT TEAM | NOBSKA CAPITAL MANAGEMENT | INGALLS INVESTMENT MANAGEMENT, LLC | FUNDAMENTAL EQUITY ADVISORS | BRIDGEHAMPTON GROUP | 6TH AVENUE TEAM
CRD#: 343369 / SEC#: 801-5016
RIA
Registered Investment Advisory firm - (8/21/1968 Approved)Loading...
Contact information
Main Address
1 Rockefeller Plaza 7th Floor, New York, NY 10020
Mailing Address
Phone number
(212) 269-7800
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,453 |
| AUM (Assets Under Management) | $ 7,826,602,578 |
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.
