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AB

Ari J. Brandes

TAG CAPITAL PARTNERS
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 4921132
AB

Professional summary


Ari Joshua Brandes, who also goes by Ari Brandes, is a registered financial professional currently at TAG CAPITAL PARTNERS located in New York, New York.

Ari is registered as a RR (Registered Representative) and started their career in finance in 2011. Ari has worked at 6 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ari Brandes

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 Ari Joshua Brandes'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

June 30, 2025 - Present

TAG CAPITAL PARTNERS

Office #1: 275 Madison Ave 30th Floor, New York, NY 10016
BD
CRD#: 318850
NEW YORK, NY
Past

July 15, 2021 - July 20, 2023

TD SECURITIES (USA) LLC

BD
CRD#: 18476
NEW YORK, NY
Past

December 8, 2020 - July 14, 2021

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

March 14, 2018 - October 26, 2020

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

October 14, 2014 - April 5, 2018

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 24, 2011 - October 15, 2014

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
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
Massachusetts
(10/17/2025)
RR
Missouri
(10/15/2025)
RR
New York
(6/30/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/6/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


TC
TAG CAPITAL PARTNERS
TAG CAPITAL PARTNERS | TAG CAPITAL PARTNERS LLC

CRD#: 318850 / SEC#: , 8-70927

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


Main Address
275 Madison Ave 30th Floor, New York, NY 10016
Mailing Address
275 Madison Ave 30th Floor, New York, NY 10016
Phone number
(212) 993-7400
Established
New York since 01/06/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TAG FINANCIAL INSTITUTIONS GROUP, LLCOWNER
BROWN, EVANCHIEF COMPLIANCE OFFICER6563464
NIGRO, STEVEN HAROLDCHIEF EXECUTIVE OFFICER / FINOP1384876

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


TAG CAPITAL PARTNERS

CRD#: 318850New York, NY 10016

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