AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DV

David M. Vadala

Some features on this profile are disabled
CRD#: 4296101
DV

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.

David Montgomery Vadala was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1997. David had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 21, Series 25 and Series 14A exams.

top-8-questions

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)


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

February 20, 2020 - March 7, 2024

J. STREICHER & CO. L.L.C.

BD
CRD#: 3526
NEW YORK, NY
Past

October 3, 2017 - December 7, 2018

BRENDAN E. CRYAN AND COMPANY, L.L.C.

BD
CRD#: 33496
NEW YORK, NY
Past

December 12, 2011 - October 2, 2017

VIRTU FINANCIAL CAPITAL MARKETS LLC

BD
CRD#: 45986
NEW YORK, NY
Past

May 26, 2010 - January 19, 2012

COHEN CAPITAL GROUP, LLC

BD
CRD#: 43418
NEW YORK, NY
Past

September 2, 1997 - August 28, 2009

LABRANCHE & CO. LLC

BD
CRD#: 32661
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


State Security Law Exam
RR
Series 63
Date: 7/28/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 21
Date: 3/28/2000
NYSE Front Line Specialist Clerk
General Industry/Product Exam
RR
Series 25
Date: 11/3/1999
NYSE Trading Assistant Examination
Principal/Supervisory Exam
RR
Series 14A
Date: 4/20/2017
Compliance Official Specialist Exam

Current Firm


JS
J. STREICHER & CO. L.L.C.
J. STREICHER & CO. | J. STREICHER & CO. L.L.C.

CRD#: 3526 / SEC#: , 8-4342

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
28 Liberty Street 6th Floor, New York, NY 10005
Mailing Address
28 Liberty Street 6th Floor, New York, NY 10005
Phone number
(646) 688-0411
Established
New York since 01/01/1910
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
J STREICHER GROUP LLCLLC MEMBER
J. STREICHER HOLDINGS, LLCLLC MEMBER
BROWN, THOMAS MCEO3084804
CACACE, CHRISTOPHERCHIEF COMPLIANCE OFFICER4308782
GEORGE, THOMAS KEITHFINOP, PFO, POO5378303

Disclosures


Regulatory Event9

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


J. STREICHER & CO. L.L.C.

CRD#: 3526

TRUST BUT VERIFY

Monitor David Vadala

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics