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JB

Jeffrey M. Burkey

Some features on this profile are disabled
CRD#: 4252907
JB

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.

Jeffrey Michael Burkey, who also goes by Jeff Burkey, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2000. Jeffrey had worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Burkey

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

April 15, 2025 - February 27, 2026

GRAYSCALE SECURITIES, LLC

BD
CRD#: 305907
Stamford, CT
Past

September 29, 2020 - March 5, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
PITTSFORD, NY
Past

September 29, 2020 - March 5, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
PITTSFORD, NY
Past

October 21, 2013 - April 8, 2020

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 106277
ROCHESTER, NY
Past

May 11, 2010 - December 31, 2011

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 106277
NEW YORK, NY
Past

April 21, 2010 - April 8, 2020

FEDERATED SECURITIES CORP.

RIA
CRD#: 5009
ROCHESTER, NY
Past

April 21, 2010 - April 8, 2020

FEDERATED INVESTMENT COUNSELING

RIA
CRD#: 105325
PITTSBURGH, PA
Past

April 13, 2010 - April 8, 2020

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
ROCHESTER, NY
Past

October 11, 2005 - April 15, 2010

SCOTTRADE, INC.

BD
CRD#: 8206
ROCHESTER, NY
Past

March 7, 2003 - November 4, 2004

BAYOU SECURITIES, LLC

BD
CRD#: 39323
STAMFORD, CT
Past

September 7, 2000 - November 19, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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: 4/25/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/2/2000
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/6/2000
General Securities Representative Examination

Current Firm

GS
GRAYSCALE SECURITIES, LLC
GRAYSCALE SECURITIES, LLC

CRD#: 305907 / SEC#: , 8-70437

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
290 Harbor Drive 4th Floor, Stamford, CT 06902
Mailing Address
290 Harbor Drive 4th Floor, Stamford, CT 06902
Phone number
(203) 998-6150
Established
Delaware since 06/14/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
GRAYSCALE OPERATING, LLCSOLE MEMBER OF GRAYSCALE SECURITIES, LLC
MASCI, KATHRYN CODYFINOP / PFO6755238
PALASZ, FELICA CORNELIAPOO7830001
PALMER, JORDAN WYNNCHIEF EXECUTIVE OFFICER7279088
ROBERTS, ALLISON BRADYCHIEF COMPLIANCE OFFICER5198017
SALM, CRAIG IANCHIEF LEGAL OFFICER6936921

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

GRAYSCALE SECURITIES, LLC

CRD#: 305907

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