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KE

Kevin D. Emerson

THE BENCHMARK COMPANY
New York, NY 10155
Some features on this profile are disabled
CRD#: 4583018
KE

Professional summary


Kevin Douglas Emerson, who also goes by Kevin D Emerson, Kevin Emerson, is a registered financial professional currently at THE BENCHMARK COMPANY, LLC located in New York, New York.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2002. Kevin has worked at 6 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin D Emerson | Kevin Emerson

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 Kevin Douglas Emerson'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 1, 2024 - Present

THE BENCHMARK COMPANY, LLC

Office #1: 150 E 58th Street 17th Floor, New York, NY 10155
BD
CRD#: 22982
New York, NY
Past

February 12, 2020 - October 25, 2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
HOUSTON, TX
Past

November 24, 2015 - July 3, 2019

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

April 15, 2014 - November 25, 2015

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

June 12, 2006 - November 9, 2012

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

October 22, 2002 - June 9, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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
Pennsylvania
(10/2/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/28/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/1/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

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


Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
STONEX GROUP INC.OWNER
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
SCHIRRIPA, THOMAS NCFO/FINOP/PFO/POO2231180

Disclosures


Regulatory Event17
Arbitration1

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


THE BENCHMARK COMPANY, LLC

CRD#: 22982New York, NY 10155

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