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Renato P. Termale

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CRD#: 4640727
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Renato P Termale, who also goes by Renato Pietro Termale, was a registered financial professional .

Renato is a previously registered financial professional and started their career in finance in 2003. Renato had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Renato Pietro Termale

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 2, 2011 - February 19, 2013

BROOKVIEW CAPITAL LLC

BD
CRD#: 123335
WHITE PLAINS, NY
Past

February 22, 2008 - February 18, 2009

FIRST REPUBLIC WEALTH ADVISORS, LLC

RIA
CRD#: 132035
SAN FRANCISCO, CA
Past

November 6, 2007 - February 18, 2009

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
NEW YORK, NY
Past

June 6, 2006 - November 13, 2007

BROOKVIEW CAPITAL LLC

BD
CRD#: 123335
WHITE PLAINS, NY
Past

January 8, 2005 - February 2, 2006

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

June 10, 2004 - September 6, 2004

SARATOGA CAPITAL MARKETS

BD
CRD#: 120888
NEW YORK, NY
Past

April 7, 2003 - January 26, 2005

BURLINGTON CAPITAL MARKETS INC.

BD
CRD#: 26991
NEW YORK, NY

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


State Security Law Exam
IAR
Series 65
Date: 2/21/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/2005
General Securities Principal Examination

Current Firm


BC
BROOKVIEW CAPITAL LLC
BROOKVIEW CAPITAL LLC

CRD#: 123335 / SEC#: , 8-65580

BD
Terminated by SEC on 04/21/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 04/18/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COLANGELO, ROBERT MATTHEWCHAIRMAN, CEO, PRESIDENT-CCO2992427

Disclosures


Regulatory Event1

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


BROOKVIEW CAPITAL LLC

CRD#: 123335

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