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ST

Sakae Takushima

MONITOR CAPITAL LLC
Reseda, CA
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CRD#: 4617001
ST

Professional summary


Sakae Takushima is a registered financial professional currently at MONITOR CAPITAL LLC located in Reseda, California.

Sakae is registered as a RR (Registered Representative) and started their career in finance in 2003. Sakae has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 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 Sakae Takushima's 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

April 9, 2008 - Present

MONITOR CAPITAL LLC

BD
CRD#: 146087
Reseda, CA
Past

July 20, 2020 - October 4, 2021

MONITOR CAPITAL LLC

RIA
CRD#: 146087
Carmel, NY
Past

November 2, 2005 - April 23, 2008

MONITOR CAPITAL INC.

BD
CRD#: 46743
NEW YORK, NY
Past

April 3, 2003 - August 24, 2005

INDIAN HARBOR, LLC

BD
CRD#: 115584
COS COB, CT

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
(8/22/2008)
RR
Colorado
(8/22/2008)
RR
Connecticut
(4/9/2008)
RR
Florida
(8/22/2008)
RR
Illinois
(8/22/2008)
RR
New Jersey
(8/22/2008)
RR
New York
(8/22/2008)
RR
Texas
(9/11/2008)
RR
Virginia
(8/22/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/12/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MONITOR CAPITAL LLC
MONITOR CAPITAL (SUCCESSOR) LLC | MONITOR CAPITAL, LLC | MONITOR CAPITAL LLC

CRD#: 146087 / SEC#: , 8-67782

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


Main Address
7322 Claire Avenue, Carmel, NY 10512
Mailing Address
7322 Claire Avenue, Reseda, CA 91335
Phone number
(917) 450-6773
Established
California since 03/05/2024
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TAKUSHIMA, SAKAECHIEF COMPLIANCE OFFICER/CEO4617001
FOX, VALERIE WITOSHKINFINOP/CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER6695210

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


MONITOR CAPITAL LLC

CRD#: 146087Reseda, CA

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