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Bartt Charles Kellermann

EUROLINK SECURITIES
New Rochelle, NY
·CRD# 4666626·23 years experience

Professional Summary

Bartt Charles Kellermann is a registered financial advisor currently at EUROLINK SECURITIES LLC located in New Rochelle, New York. Bartt is registered as a RR (Registered Representative) and started their career in finance in 2003. Bartt has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

EUROLINK SECURITIES LLC·CRD# 165041
BD
1 Radisson Plaza - Suite 805, New Rochelle, NY 10801
January 30, 2023 - Present
ROBERT R. MEREDITH & CO., INC.·CRD# 29501
BD
New York, NY
May 23, 2006 - November 24, 2008
MULTITRADE SECURITIES LLC·CRD# 47485
BD
New York, NY
February 5, 2004 - April 28, 2005
APB FINANCIAL GROUP, LLC·CRD# 38235
BD
New York, NY
June 9, 2003 - November 28, 2003

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Current Firm

ES
EUROLINK SECURITIES LLC

EUROLINK SECURITIES LLC | SECURITIES COMPLIANCE MANAGEMENT

CRD#: 165041 / SEC#: 8-69131
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

1 Radisson Plaza - Suite 805, New Rochelle, NY 10801

Mailing Address

1 Radisson Plaza - Suite 805, New Rochelle, NY 10801

Phone Number

(646) 331-2808

Established

New York since 10/10/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (7 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ODDOUX, PATRICK PAULPRESIDENT, CEO, CCO2340009
WEEKS, CURTIS ALLANFINOP, PFO, POO5278425

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(3/23/2023)
RR
Connecticut
(2/2/2023)
RR
Florida
(4/24/2023)
RR
Massachusetts
(3/23/2023)
RR
New York
(3/23/2023)
RR
Texas
(4/14/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2023About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2020About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2003About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Bartt Charles Kellermann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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