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CP

Cara E. Pellicano

CLEARINGBID MARKETS
RYE, NY 10850
Some features on this profile are disabled
CRD#: 4228678
CP

Professional summary


Cara Elaine Pellicano, who also goes by Cara Elaine Pellicano, Cara Pellicano Sviokla, is a registered financial professional currently at CLEARINGBID MARKETS, INC. located in Rye, New York.

Cara is registered as a RR (Registered Representative) and started their career in finance in 2000. Cara has worked at 5 firms and has passed the Series 63, SIE, Series 79, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cara Elaine Pellicano | Cara Pellicano Sviokla

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 Cara Elaine Pellicano'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

November 13, 2024 - Present

CLEARINGBID MARKETS, INC.

Office #1: 411 Theodore Fremd Ave Suite 206, Rye, NY 10850
BD
CRD#: 269999
RYE, NY
Past

January 3, 2022 - September 14, 2023

LEERINK PARTNERS LLC

BD
CRD#: 39011
NEW YORK, NY
Past

September 5, 2018 - January 7, 2022

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

July 25, 2002 - September 26, 2006

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
NEW YORK, NY
Past

February 12, 2001 - September 26, 2006

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

July 31, 2000 - January 29, 2001

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
California
(11/13/2024)
RR
Connecticut
(11/13/2024)
RR
New York
(11/13/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/25/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/28/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CM
CLEARINGBID MARKETS, INC.
CLEARINGBID MARKETS, INC.

CRD#: 269999 / SEC#: , 8-69646

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


Main Address
411 Theodore Fremd Ave Suite 206, Rye, NY 10850
Mailing Address
411 Theodore Fremd Ave Suite 3c, Rye, NY 10580
Phone number
(212) 752-1700
Established
Delaware since 03/20/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
CLEARINGBID, INC.OWNER
PELLICANO, CARA ELAINECCO4228678
ROCHE, PASCALFINOP5920968
SCANLON, EDWIN CCCO / CEO1665407

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


CLEARINGBID MARKETS, INC.

CRD#: 269999Rye, NY 10850

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