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David E. Nudelman

Some features on this profile are disabled
CRD#: 4535921
DN

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 Evan Nudelman, who also goes by David Nudelman, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2003. David had worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

David Nudelman

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

September 11, 2018 - June 26, 2020

MADISON GLOBAL PARTNERS LLC

BD
CRD#: 285406
HAUPPAUGE, NY
Past

May 22, 2015 - August 9, 2018

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
New York, NY
Past

April 15, 2014 - May 28, 2015

FINANCIAL WEST GROUP

RIA
CRD#: 16668
HUNTINGTON, NY
Past

April 15, 2014 - May 28, 2015

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

September 17, 2007 - April 21, 2014

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
JERICHO, NY
Past

September 17, 2007 - April 21, 2014

OPPENHEIMER & CO. INC.

BD
CRD#: 249
JERICHO, NY
Past

April 2, 2007 - September 19, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
GREAT NECK, NY
Past

April 2, 2007 - September 19, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
GREAT NECK, NY
Past

March 21, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
GREAT NECK, NY
Past

March 21, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
GREAT NECK, NY
Past

May 6, 2003 - April 14, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 66
Date: 6/2/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/21/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/5/2003
General Securities Representative Examination

Current Firm

MG
MADISON GLOBAL PARTNERS LLC
MADISON GLOBAL PARTNERS LLC

CRD#: 285406 / SEC#: , 8-69839

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

Main Address
350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
Mailing Address
350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
Phone number
(631) 240-4155
Established
New York since 09/28/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 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#
MADISON III, LLCDIRECT OWNER
GERDES, ANTON JOSEPH JRCEO/CCO/AMLCO1010083
KAPLAN, DAVID STANLEYMANAGING PARTNER1176065
PETERS, ROBERT WILLIAMFINOP1704577

Disclosures

Regulatory Event2

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

MADISON GLOBAL PARTNERS LLC

CRD#: 285406

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