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TL

Thomas M. Lee

QUATTRO M SECURITIES
New York, NY 10017
Some features on this profile are disabled
CRD#: 4344349
TL

Professional summary


Thomas Maurice Lee, who also goes by Thomas Maurice Lee, is a registered financial professional currently at QUATTRO M SECURITIES INC. located in New York, New York.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2001. Thomas has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Maurice Lee

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 Thomas Maurice Lee'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

February 13, 2009 - Present

QUATTRO M SECURITIES INC.

Office #1: 501 Fifth Avenue 15th Floor, New York, NY 10017
BD
CRD#: 39289
New York, NY
Past

October 1, 2008 - February 17, 2009

FARINA & ASSOCIATES, INC.

BD
CRD#: 32830
NEW YORK, NY
Past

June 9, 2008 - October 2, 2008

JEFFERIES EXECUTION SERVICES, INC.

BD
CRD#: 867
NEW YORK, NY
Past

March 30, 2005 - July 10, 2007

BROWN BROTHERS HARRIMAN & CO.

BD
CRD#: 104487
NEW YORK, NY
Past

January 25, 2001 - June 27, 2007

MONACO BROKERAGE CORPORATION

BD
CRD#: 33151
NEW YORK, NY

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
New York
(2/13/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 2/26/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/17/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 8/28/2001
NYSE Trading Assistant Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm


QM
QUATTRO M SECURITIES INC.
QUATTRO M SECURITIES INC.

CRD#: 39289 / SEC#: , 8-48629

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


Main Address
501 Fifth Avenue 15th Floor, New York, NY 10017
Mailing Address
735 Ridgefield Road, Wilton, CT 06897
Phone number
(212) 402-1441
Established
New York since 12/07/1994
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (15 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#
MAURO, EUGENE LOUISEXECUTIVE COMMITTEE CHAIRMAN
LANGE, KATHLEEN ASHCHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER4474328
LEONARD, JUSTIN KERNCHIEF COMPLIANCE OFFICER, CEO4407585

Disclosures


Regulatory Event3

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


QUATTRO M SECURITIES INC.

CRD#: 39289New York, NY 10017

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