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KD

Keith J. Delmar

TOCQUEVILLE SECURITIES L.P.
New York, NY 10019
Some features on this profile are disabled
CRD#: 4254057
KD

Professional summary


Keith Joseph Delmar, who also goes by Keith Joesph Delmar, is a registered financial professional currently at TOCQUEVILLE SECURITIES L.P. located in New York, New York.

Keith is registered as a RR (Registered Representative) and started their career in finance in 2001. Keith has worked at 2 firms and has passed the Series 99TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Keith Joesph Delmar

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 Keith Joseph Delmar'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

November 19, 2009 - Present

TOCQUEVILLE SECURITIES L.P.

Office #1: 40 West 57th Street 19th Floor, New York, NY, 10019Office #2: 40 West 57th Street 19th Floor, New York, NY, 10019
BD
CRD#: 26001
New York, NY
Past

January 10, 2001 - September 28, 2009

REICH & TANG DISTRIBUTORS, INC.

BD
CRD#: 28078
NEW YORK, 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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TS
TOCQUEVILLE SECURITIES L.P.
LEPERCQ, DE NEUFLIZE/TOCQUEVILLE SECURITIES, L.P. | TOCQUEVILLE SECURITIES L.P.

CRD#: 26001 / SEC#: , 8-42223

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


Main Address
40 West 57th Street 19th Floor, New York, NY, 10019
Mailing Address
40 West 57th Street 19th Floor, New York, NY, 10019
Phone number
(212) 698-0800
Established
Delaware since 01/04/1990
Firm type
Partnership
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#
TOCQUEVILLE ASSET MANAGEMENT L.P.LIMITED PARTNER
CHUN, YUEN NAFINOP2219603
GRAHAM, KELSEY DUBOIS IIICHIEF COMPLIANCE OFFICER5976494
KLEINSCHMIDT, ROBERT WILLIAMCEO & GSP855215
SCHLESINGER, SCOTT IRAPRESIDENT, CHIEF OPERATING OFFICER & GSP1252675
TOCQUEVILLE MANAGEMENT CORPORATIONGENERAL PARTNER

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


TOCQUEVILLE SECURITIES L.P.

CRD#: 26001New York, NY 10019

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