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AP

Aldo J. Polak

BAYSHORE PARTNERS
FORT LAUDERDALE, FL 33301
Some features on this profile are disabled
CRD#: 4700456
AP

Professional summary

Aldo Javier Polak, who also goes by Aldo Polak, Aldo Javier Polak Gelber, Aldo Javier Polak-gelber, is a registered financial professional currently at BAYSHORE PARTNERS, LLC located in Fort Lauderdale, Florida.

Aldo is registered as a RR (Registered Representative) and started their career in finance in 2003. Aldo has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Aldo Polak | Aldo Javier Polak Gelber | Aldo Javier Polak-Gelber

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 Aldo Javier Polak'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

July 25, 2024 - Present

BAYSHORE PARTNERS, LLC

Office #1: 550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
BD
CRD#: 131546
FORT LAUDERDALE, FL
Past

January 7, 2022 - February 23, 2024

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

August 6, 2013 - May 9, 2019

LIONTREE ADVISORS LLC

BD
CRD#: 164399
NEW YORK, NY
Past

July 6, 2010 - May 30, 2013

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

May 23, 2007 - March 3, 2010

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY
Past

October 22, 2003 - May 31, 2007

LEHMAN BROTHERS INC.

BD
CRD#: 7506
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
Alabama
(7/29/2024)
RR
Arizona
(8/6/2024)
RR
Arkansas
(8/8/2024)
RR
California
(7/25/2024)
RR
Colorado
(7/26/2024)
RR
Connecticut
(7/26/2024)
RR
Delaware
(8/1/2024)
RR
District of Columbia
(8/2/2024)
RR
Florida
(7/26/2024)
RR
Georgia
(7/29/2024)
RR
Illinois
(8/12/2024)
RR
Indiana
(7/26/2024)
RR
Iowa
(7/30/2024)
RR
Kansas
(7/25/2024)
RR
Kentucky
(7/29/2024)
RR
Louisiana
(8/1/2024)
RR
Maryland
(8/1/2024)
RR
Massachusetts
(7/26/2024)
RR
Michigan
(7/29/2024)
RR
Minnesota
(7/29/2024)
RR
Missouri
(7/26/2024)
RR
Nevada
(7/26/2024)
RR
New Jersey
(7/29/2024)
RR
New York
(7/26/2024)
RR
North Carolina
(7/29/2024)
RR
Ohio
(7/26/2024)
RR
Oklahoma
(7/29/2024)
RR
Oregon
(7/29/2024)
RR
Pennsylvania
(7/26/2024)
RR
Rhode Island
(7/30/2024)
RR
South Carolina
(7/30/2024)
RR
Tennessee
(7/26/2024)
RR
Texas
(7/25/2024)
RR
Utah
(7/26/2024)
RR
Vermont
(7/26/2024)
RR
Virginia
(7/26/2024)
RR
Wisconsin
(7/30/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/13/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/2003
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BAYSHORE PARTNERS, LLC
BAYSHORE PARTNERS, LLC

CRD#: 131546 / SEC#: , 8-66480

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
Mailing Address
550 S. Andrews Avenue Suite 330, Fort Lauderdale, FL 33301
Phone number
(954) 358-3800
Established
Florida since 02/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BAYSHORE PARTNERS HOLDINGS, LLCSOLE MEMBER
FARLIE, CRAIG LEITZOWMANAGING MEMBER/REGISTERED PRINCIPAL2016594
SMITH, RYANCHIEF COMPLIANCE OFFICER4596415
TURNER, MICHAEL FRANCISMANAGING MEMBER/FINOP/DESIGNATED PRINCIPAL2777639

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

BAYSHORE PARTNERS, LLC

CRD#: 131546Fort Lauderdale, FL 33301

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