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DP

Dana C. Pawlicki

STONINGTON DRIVE SECURITIES LLC
Short Hills, NJ 07078
Some features on this profile are disabled
CRD#: 4918002
DP

Professional summary


Dana Clarence Pawlicki, who also goes by Dana C Pawlicki Mr., Dana C Pawlicki, is a registered financial professional currently at STONINGTON DRIVE SECURITIES LLC located in Short Hills, New Jersey.

Dana is registered as a RR (Registered Representative) and started their career in finance in 2005. Dana has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dana C Pawlicki Mr. | Dana C Pawlicki

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 Dana Clarence Pawlicki'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

August 21, 2017 - Present

STONINGTON DRIVE SECURITIES LLC

Office #1: 51 Jfk Parkway First Floor West, Short Hills, NJ 07078Office #2: 51 Jfk Parkway First Floor West, Short Hills, NJ 07078
BD
CRD#: 287876
Short Hills, NJ
Past

September 19, 2012 - August 30, 2017

PROFOR ADVISORS

BD
CRD#: 136084
NEW YORK, NY
Past

March 5, 2010 - September 11, 2012

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
NEW YORK, NY
Past

March 9, 2009 - March 2, 2010

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
NEW YORK, NY
Past

September 19, 2008 - March 2, 2010

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

February 26, 2007 - September 24, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 20, 2005 - February 27, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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
California
(1/4/2023)
RR
Illinois
(1/4/2023)
RR
Massachusetts
(5/31/2018)
RR
New Jersey
(9/20/2017)
RR
New York
(9/22/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/6/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/26/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SD
STONINGTON DRIVE SECURITIES LLC
STONINGTON DRIVE SECURITIES LLC

CRD#: 287876 / SEC#: , 8-69914

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


Main Address
51 Jfk Parkway First Floor West, Short Hills, NJ 07078
Mailing Address
51 Jfk Parkway First Floor West, Short Hills, NJ 07078
Phone number
(646) 863-6431
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STONINGTON CAPITAL ADVISORS, LLCMANAGING MEMBER
HOPKINS, THOMAS JOHNFINOP1835087
PAWLICKI, DANA CLARENCECHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (1/2023)4918002

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


STONINGTON DRIVE SECURITIES LLC

CRD#: 287876Short Hills, NJ 07078

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