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SS

Seth D. Strickland

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CRD#: 438428
SS

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.

Seth Devore Strickland was a registered financial professional .

Seth is a previously registered financial professional and started their career in finance in 1972. Seth had worked at 7 firms and has passed the Series 63, SIE, Series 82, Series 000, Series 1 and Series 24 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

April 9, 2008 - March 27, 2020

MONITOR CAPITAL LLC

BD
CRD#: 146087
GREENWICH, CT
Past

January 10, 2005 - April 23, 2008

MONITOR CAPITAL INC.

BD
CRD#: 46743
GREENWICH, CT
Past

May 5, 2003 - October 22, 2004

INDIAN HARBOR, LLC

BD
CRD#: 115584
COS COB, CT
Past

July 31, 1993 - June 6, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 13, 1984 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 9, 1973 - April 30, 1977

SCHRODER & CO. INC.

BD
CRD#: 6112
Past

February 14, 1972 - August 12, 1973

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
Past

February 10, 1972 - February 15, 1984

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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: 8/27/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 000
Date: 2/10/1972
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 2/10/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MC
MONITOR CAPITAL LLC
MONITOR CAPITAL (SUCCESSOR) LLC | MONITOR CAPITAL, LLC | MONITOR CAPITAL LLC

CRD#: 146087 / SEC#: , 8-67782

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
7322 Claire Avenue, Carmel, NY 10512
Mailing Address
7322 Claire Avenue, Reseda, CA 91335
Phone number
(917) 450-6773
Established
California since 03/05/2024
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TAKUSHIMA, SAKAECHIEF COMPLIANCE OFFICER/CEO4617001
FOX, VALERIE WITOSHKINFINOP/CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER6695210

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


MONITOR CAPITAL LLC

CRD#: 146087

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