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Philip A. Noto

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CRD#: 4837180
PN

Professional summary


Philip Albert Noto was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Philip is a previously registered financial professional and started their career in finance in 2004. Prior to being barred, Philip had worked at 4 firms, which includes FIRST STANDARD FINANCIAL COMPANY LLC, ALEXANDER CAPITAL L.P., BROOKSTONE SECURITIES INC., GUNNALLEN FINANCIAL INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Philip A Noto | Philip Albert Noto Ii

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

July 30, 2014 - August 20, 2018

FIRST STANDARD FINANCIAL COMPANY LLC

BD
CRD#: 168340
Red Bank, NJ
Past

June 22, 2012 - July 8, 2014

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
STATEN ISLAND, NY
Past

November 23, 2009 - June 20, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
FREEHOLD, NJ
Past

November 9, 2004 - July 18, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL

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
RR
Series 63
Date: 1/13/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FS
FIRST STANDARD FINANCIAL COMPANY LLC
FIRST STANDARD FINANCIAL COMPANY LLC

CRD#: 168340 / SEC#: , 8-69300

BD
Terminated by SEC on 01/04/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/19/2013
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CARL STANDARD AND CO. HOLDINGS LLCDIRECT OWNER

Disclosures


Regulatory Event4
Civil Event1
Arbitration1

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


FIRST STANDARD FINANCIAL COMPANY LLC

CRD#: 168340

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