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Taneia C. Yarbrough

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CRD#: 4535569
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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.

Taneia C Yarbrough, who also goes by Taneia C Brown, Taneia C. Brown, Taneia C. Yarbrough, was a registered financial professional .

Taneia is a previously registered financial professional and started their career in finance in 2002. Taneia had worked at 12 firms and has passed the Series 82TO, Series 52TO, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Taneia C Brown | Taneia C. Brown | Taneia C. Yarbrough

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

December 19, 2011 - February 12, 2025

M&T SECURITIES, INC.

BD
CRD#: 17358
BALTIMORE, MD
Past

February 6, 2008 - October 7, 2011

WILMINGTON BROKERAGE SERVICES COMPANY

BD
CRD#: 14942
WILMINGTON, DE
Past

March 6, 2007 - December 21, 2007

JAVCAP SECURITIES LLC

BD
CRD#: 142174
CHICAGO, IL
Past

January 13, 2006 - December 21, 2007

MONERE INVESTMENTS, INC.

BD
CRD#: 105487
CHICAGO, IL
Past

July 18, 2005 - December 31, 2007

UHLMANN PRICE SECURITIES, LLC

BD
CRD#: 42854
CHICAGO, IL
Past

February 25, 2004 - December 19, 2005

VCS VENTURE SECURITIES

BD
CRD#: 127921
NEW YORK, NY
Past

December 4, 2003 - May 3, 2004

BALANCE SHEET SOLUTIONS LLC

BD
CRD#: 124786
WARRENVILLE, IL
Past

September 22, 2003 - December 1, 2003

CROWE CAPITAL MARKETS LLC

BD
CRD#: 126361
CHICAGO, IL
Past

August 5, 2002 - August 25, 2004

I.T.S. SECURITIES, INC.

BD
CRD#: 45728
DALLAS, TX
Past

July 24, 2002 - December 31, 2005

TRITAURIAN CAPITAL, INCORPORATED

BD
CRD#: 45500
NEW YORK, NY
Past

July 4, 2002 - February 4, 2008

ASH SECURITIES WHOLESALING, INC.

BD
CRD#: 37454
FORT WAYNE, IN
Past

June 11, 2002 - May 21, 2008

MEMPHIS CAPITAL

BD
CRD#: 8564
CHICAGO, IL

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 82TO
Date: 6/29/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MS
M&T SECURITIES, INC.
M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.

CRD#: 17358 / SEC#: , 8-35185

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


Main Address
1 Light Street Suite 2000, Buffalo, NY 14202
Mailing Address
1 Light Street, Baltimore, MD 21202
Phone number
(410) 244-4307
Established
New York since 11/13/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
901

FINRA licenses (25 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
M&T BANK CORPORATIONSHAREHOLDER
BRETT, MICHELLE THERESEDIRECTOR7965730
COLLINS, ATWOOD IIIDIRECTOR5634496
DETTMANN, BRIAN JOHNDIRECTOR4659106
GIORGIO, HUGH EVANSDIRECTOR7535939
HOGAN, PAUL JOSEPHDIRECTOR2849151
NEWCOMB, MICHAEL FRANCIS IIDIRECTOR2097837
PETRUS, TANYA MARIEFINOP4848556
REILLY, MICHAEL MACKAYDIRECTOR4575618
REMORENKO, ALEXSANDRACHIEF COMPLIANCE OFFICER5699601
REMORENKO, ALEXSANDRAPRESIDENT5699601

Disclosures


Regulatory Event6
Arbitration1
Bond1

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


M&T SECURITIES, INC.

CRD#: 17358

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