AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JP

Jorge A. Pollitt

BUTLER CAPITAL PARTNERS
OLD WESTBURY, NY
Some features on this profile are disabled
CRD#: 4570411
JP

Professional summary

Jorge Alberto Pollitt, who also goes by Jay Pollitt, Jorge A Pollitt, Jorge Pollitt, is a registered financial professional currently at BUTLER CAPITAL PARTNERS located in Old Westbury, New York.

Jorge is registered as a RR (Registered Representative) and started their career in finance in 2003. Jorge has worked at 9 firms and has passed the Series 63, Series 65, Series 82TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jay Pollitt | Jorge A Pollitt | Jorge Pollitt

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.
1) Mar Vista Investment Partners; Investment-Related; Hinsdale, IL; Money Manager; Managing Director; Start 11/2007; 200 hours per month

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jorge Alberto Pollitt'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

October 31, 2024 - Present

BUTLER CAPITAL PARTNERS

BD
CRD#: 114242
OLD WESTBURY, NY
Past

January 23, 2023 - October 25, 2024

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
RICHMOND, VA
Past

May 20, 2022 - January 13, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
PORTLAND, ME
Past

July 18, 2016 - September 30, 2019

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

March 30, 2016 - November 5, 2019

HOOD RIVER CAPITAL MANAGEMENT LLC

RIA
CRD#: 166089
Hinsdale, IL
Past

March 30, 2016 - January 13, 2023

MAR VISTA INVESTMENT PARTNERS, LLC

RIA
CRD#: 144906
Hinsdale, IL
Past

July 17, 2012 - July 1, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

March 8, 2005 - July 17, 2012

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
SANTA MONICA, CA
Past

December 9, 2003 - March 30, 2016

ROXBURY CAPITAL MANAGEMENT LLC

RIA
CRD#: 108832
HINSDALE, IL

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
California
(10/31/2024)
RR
Florida
(10/31/2024)
RR
Illinois
(10/31/2024)
RR
Minnesota
(12/10/2024)
RR
New York
(10/31/2024)
RR
Texas
(10/31/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/9/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/6/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 2/17/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/7/2005
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BUTLER CAPITAL PARTNERS
BUTLER CAPITAL INVESTMENTS, LLC | NORTH CREEK BUTLER | BUTLER CAPITAL PARTNERS

CRD#: 114242 / SEC#: , 8-53413

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
326 Centre Island Road, Oyster Bay, NY 11771
Mailing Address
Po Box 1358, Bayville, NY 11709
Phone number
(516) 333-2100
Established
New York since 04/16/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 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#
BUTLER, R ALAN JRMANAGING MEMBER1049661
KEMPER, ANTOINE CLAUDE JRCOO1395246
KLICK, ANDREW SCOTTCHIEF COMPLIANCE OFFICER2186884
RIP, OLGAFINANCIAL AND OPERATIONAL PRINCIPAL (FINOP)/CHIEF FINANCIAL OFFICER (CFO)5440553

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

BUTLER CAPITAL PARTNERS

CRD#: 114242Old Westbury, NY

TRUST BUT VERIFY

Monitor Jorge Pollitt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.