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Carmine A. Berardi

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CRD#: 4879362
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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.

Carmine Anthony Berardi, who also goes by Carl Berard, Carmine A Berardi, was a registered financial professional .

Carmine is a previously registered financial professional and started their career in finance in 2005. Carmine had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carl Berard | Carmine A Berardi

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

September 20, 2018 - January 7, 2019

FIRST STANDARD FINANCIAL ADVISORY

RIA
CRD#: 172743
RED BANK, NJ
Past

June 11, 2014 - April 19, 2018

FIRST STANDARD FINANCIAL COMPANY LLC

BD
CRD#: 168340
Red Bank, NJ
Past

June 20, 2012 - December 21, 2012

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
STATEN ISLAND, NY
Past

November 6, 2009 - June 20, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
STATEN ISLAND, NY
Past

May 20, 2009 - November 13, 2009

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

November 20, 2008 - January 23, 2009

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
STATEN ISLAND, NY
Past

August 1, 2006 - October 8, 2008

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
STATEN ISLAND, NY
Past

January 3, 2005 - August 2, 2006

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
STATEN ISLAND, 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: 10/21/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/15/2013
General Securities Principal Examination

Current Firm


FS
FIRST STANDARD FINANCIAL ADVISORY
FIRST STANDARD FINANCIAL ADVISORY | FIRST STANDARD FINANCIAL ADVISORY, LLC

CRD#: 172743 / SEC#:

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Contact information


Main Address
21 E Front Street, Red Bank, NJ 07701
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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 ADVISORY

CRD#: 172743

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