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BP

Bertrand Patillet

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CRD#: 4522342
BP

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.

Bertrand Patillet was a registered financial professional .

Bertrand is a previously registered financial professional and started their career in finance in 2007. Bertrand had worked at 1 firm .

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.

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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

June 28, 2011 - August 13, 2013

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
NEW YORK, NY
Past

July 13, 2007 - July 29, 2009

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
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

Current Firm

CA
CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.
CA CHEUVREUX NORTH AMERICA, INC. | W.I. CARR (AMERICA) LTD. | W.I. CARR (AMERICA) LIMITED | INDOSUEZ CAPITAL SECURITIES, INC. | CREDIT AGRICOLE INDOSUEZ SECURITIES, INC. | CREDIT AGRICOLE INDOSUEZ CHEUVREUX NORTH AMERICA, INC. | CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC. | CHEUVREUX | CARR SEBAG (AMERICA) LTD.

CRD#: 8010 / SEC#: , 8-24050

BD
Terminated by SEC on 11/08/2013
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 07/13/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
CHEUVREUX S.A.OWNER
CANARD, FRANCISMEMBER, BOARD OF DIRECTORS5090232
CHUN, YUEN NAFINOP2219603
DIVENERE, VITO ANTONIOCOO2280839
LAVAGNINO, CHRISTOPHER KERRCEO2960731
MANIKOWSKI, RAYMOND MATTHEWCCO2444290
QUIRIN, LAURENTCHAIRMAN, BOARD OF DIRECTORS5090235

Disclosures

Regulatory Event6

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

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

CRD#: 8010

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