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RD

Raymond E. Desrosiers

EAGLE POINT SECURITIES LLC
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 4621826
RD

Professional summary


Raymond E Desrosiers, who also goes by Raymond Edward Desrosiers, Raymond Desrosiers, Ray Desrosiers, is a registered financial professional currently at EAGLE POINT SECURITIES LLC located in Greenwich, Connecticut.

Raymond is registered as a RR (Registered Representative) and started their career in finance in 2003. Raymond has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raymond Edward Desrosiers | Raymond Desrosiers | Ray Desrosiers

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 Raymond E Desrosiers'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

March 1, 2024 - Present

EAGLE POINT SECURITIES LLC

Office #1: 600 Steamboat Road Suite 202, Greenwich, CT 06830
BD
CRD#: 324528
Greenwich, CT
Past

May 6, 2022 - March 1, 2024

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

March 24, 2017 - May 2, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

November 5, 2014 - January 3, 2017

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

May 6, 2013 - August 26, 2014

FISHER INVESTMENTS

RIA
CRD#: 107342
ROCKY RIVER, OH
Past

September 26, 2011 - May 23, 2013

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
CLEVELAND, OH
Past

November 3, 2009 - May 7, 2013

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
PORTLAND, ME
Past

April 10, 2008 - October 30, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
CLEVELAND, OH
Past

June 4, 2003 - October 30, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

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
Illinois
(8/5/2024)
RR
Indiana
(4/29/2024)
RR
Iowa
(3/1/2024)
RR
Kansas
(3/1/2024)
RR
Michigan
(3/1/2024)
RR
Minnesota
(4/12/2024)
RR
Missouri
(3/1/2024)
RR
Nebraska
(3/25/2024)
RR
North Dakota
(3/1/2024)
RR
Ohio
(3/1/2024)
RR
Oklahoma
(3/1/2024)
RR
South Dakota
(3/1/2024)
RR
Texas
(3/28/2024)
RR
Wisconsin
(3/21/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/4/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/31/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


EP
EAGLE POINT SECURITIES LLC
EAGLE POINT SECURITIES LLC

CRD#: 324528 / SEC#: , 8-71048

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


Main Address
600 Steamboat Road Suite 202, Greenwich, CT 06830
Mailing Address
600 Steamboat Road Suite 202, Greenwich, CT 06830
Phone number
(203) 340-8565
Established
Delaware since 11/29/2022
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


Direct owners and executive officers


NamePositionCRD#
EAGLE POINT HOLDINGS LPSOLE MEMBER
CHUNG, MICHAEL NMNFINOP/PFO5739877
DAIGLE, JENNIFFER ALYCEVICE PRESIDENT2620553
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER (POO)4197747
FOX, GERHARD ROBERTCHIEF COMPLIANCE OFFICER2796860
ROTH, JOSEPH HARRISPRESIDENT7673254

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


EAGLE POINT SECURITIES LLC

CRD#: 324528Greenwich, CT 06830

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