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MG

Matthew Gates

VCS VENTURE SECURITIES
New York, NY 10006-3201
Some features on this profile are disabled
CRD#: 4727945
MG

Professional summary


Matthew Gates, who also goes by Matt Gates, is a registered financial professional currently at VCS VENTURE SECURITIES located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Gates

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 Matthew Gates's CRS (Customer Relationship Summary).
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

September 17, 2021 - Present

VCS VENTURE SECURITIES

Office #1: 29 Broadway Suite 1502, New York, NY 10006-3201
BD
CRD#: 127921
New York, NY
Past

January 13, 2020 - October 6, 2021

WORDEN CAPITAL MANAGEMENT LLC

BD
CRD#: 148366
New York, NY
Past

March 28, 2016 - January 13, 2020

JOSEPH GUNNAR & CO. LLC

RIA
CRD#: 24795
NEW YORK, NY
Past

May 27, 2009 - June 19, 2015

JOSEPH GUNNAR & CO. LLC

RIA
CRD#: 24795
NEW YORK, NY
Past

May 15, 2009 - January 13, 2020

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
NEW YORK, NY
Past

August 23, 2004 - June 8, 2009

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
NEW YORK, NY
Past

February 24, 2004 - August 23, 2004

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
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
(9/17/2021)
RR
Arizona
(9/17/2021)
RR
California
(9/17/2021)
RR
Colorado
(5/29/2025)
RR
Connecticut
(9/17/2021)
RR
District of Columbia
(9/17/2021)
RR
Florida
(4/17/2023)
RR
Georgia
(9/20/2021)
RR
Idaho
(3/23/2023)
RR
Illinois
(10/4/2024)
RR
Indiana
(9/20/2021)
RR
Kansas
(9/17/2021)
RR
Louisiana
(9/17/2021)
RR
Maryland
(9/20/2021)
RR
Massachusetts
(6/23/2025)
RR
Michigan
(9/17/2021)
RR
Minnesota
(4/12/2023)
RR
Mississippi
(9/17/2021)
RR
Montana
(6/12/2025)
RR
Nebraska
(2/11/2022)
RR
Nevada
(9/17/2021)
RR
New Mexico
(3/14/2023)
RR
New York
(9/17/2021)
RR
North Carolina
(11/18/2021)
RR
Ohio
(9/17/2021)
RR
Oklahoma
(9/28/2021)
RR
Pennsylvania
(3/20/2023)
RR
Rhode Island
(9/17/2021)
RR
South Carolina
(9/17/2021)
RR
Tennessee
(4/18/2023)
RR
Texas
(12/20/2021)
RR
Utah
(12/7/2021)
RR
Virginia
(4/10/2023)
RR
Washington
(9/17/2021)
RR
Wisconsin
(11/19/2021)
RR
Wyoming
(8/30/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VV
VCS VENTURE SECURITIES
D R F BUSINESS AND FINANCIAL SERVICES, LLC | VCS VENTURE SECURITIES | PRIMARY CAPITAL, LLC

CRD#: 127921 / SEC#: , 8-66069

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


Main Address
29 Broadway Suite 1502, New York, NY 10006-3201
Mailing Address
29 Broadway Suite 1502, New York, NY 10006-3221
Phone number
(212) 404-7696
Established
Delaware since 11/16/2000
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


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LEO CAPITAL MARKETS, LLCDIRECT OWNER
NEW AGE CAPITAL MANAGEMENT, LLCDIRECT OWNER
MOOD, TRAVIS ANTON MORSEREGISTERED OPTIONS PRINCIPAL4745001
NIXON, JON ALANFINOP4710715
STALANSKI, JOHN WALTERAMLCO2922709
STALANSKI, JOHN WALTERCHIEF OPERATING OFFICER2922709
STALANSKI, JOHN WALTERCHIEF COMPLIANCE OFFICER2922709

Disclosures


Regulatory Event3

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


VCS VENTURE SECURITIES

CRD#: 127921New York, NY 10006-3201

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