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CP

Casey Podczerwinski

NATIONAL FINANCIAL SERVICES LLC
Jersey City, NJ 07310
Some features on this profile are disabled
CRD#: 4571261
CP

Professional summary

Casey Podczerwinski is a registered financial professional currently at NATIONAL FINANCIAL SERVICES LLC located in Jersey City, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Jersey City, New Jersey.

Casey is registered as a RR (Registered Representative) and started their career in finance in 2022. Casey has worked at 6 firms and has passed the Series 99TO and SIE 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) - BD

Click below to view Casey Podczerwinski'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

July 22, 2020 - Present

NATIONAL FINANCIAL SERVICES LLC

Office #1: 499 Washington Blvd, Jersey City, NJ 07310
BD
CRD#: 13041
Jersey City, NJ
Current

March 22, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 499 Washington Blvd, Jersey City, NJ 07310
BD
CRD#: 7784
Jersey City, NJ
Current

March 23, 2021 - Present

FIDELITY DISTRIBUTORS COMPANY LLC

Office #1: 499 Washington Blvd, Jersey City, NJ 07310
BD
CRD#: 17507
Jersey City, NJ
Current

March 24, 2021 - Present

FIDELITY PRIME FINANCING

Office #1: 155 Seaport Blvd., Boston, MA 02210
BD
CRD#: 299736
Boston, MA
Current

March 25, 2021 - Present

DIGITAL BROKERAGE SERVICES LLC

Office #1: 499 Washington Blvd, Jersey City, NJ 07310
BD
CRD#: 308213
Jersey City, NJ
Past

April 21, 2022 - March 17, 2025

GREEN PIER FINTECH LLC

BD
CRD#: 313305
BOSTON, MA

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 99TO
Date: 7/21/2020
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 6/10/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DB
DIGITAL BROKERAGE SERVICES LLC
DIGITAL BROKERAGE SERVICES LLC

CRD#: 308213 / SEC#: , 8-70512

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

Main Address
499 Washington Blvd, Jersey City, NJ 07310
Mailing Address
Two Destiny Way Mail Zone Wg3d, Westlake, TX 76262
Phone number
(833) 327-3444
Established
Delaware since 02/27/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
CULLARO, GIUSEPPEPRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER4738727
MCGINTY, JOHN JR.CHIEF COMPLIANCE OFFICER5560420
O'BRIEN, EDWARD DANIELDIRECTOR2239064
RHODES, NOAH BUTLERPRINCIPAL FINANCIAL OFFICER6546392
WEAVER, BRYAN ROBERTCHIEF LEGAL OFFICER2933941

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

DIGITAL BROKERAGE SERVICES LLC

CRD#: 308213Jersey City, NJ 07310

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