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BG

Benjamin J. Gerth

THE BANK STREET GROUP L.L.C.
Stamford, CT 06902
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CRD#: 4927228
BG

Professional summary


Benjamin Joseph Gerth is a registered financial professional currently at THE BANK STREET GROUP L.L.C. located in Stamford, Connecticut.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2008. Benjamin has worked at 8 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Benjamin Joseph Gerth'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

December 11, 2024 - Present

THE BANK STREET GROUP L.L.C.

Office #1: 333 Ludlow Street 3rd Floor, South Tower, Stamford, CT, 06902
BD
CRD#: 116269
Stamford, CT
Past

May 6, 2021 - June 17, 2022

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

November 21, 2017 - April 21, 2021

TD SECURITIES (USA) LLC

BD
CRD#: 18476
NEW YORK, NY
Past

June 2, 2015 - December 1, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

September 5, 2014 - October 21, 2014

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
SAN FRANCISCO, CA
Past

May 3, 2011 - August 25, 2014

MUFG AMERICAS CORPORATE ADVISORY, INC.

BD
CRD#: 10151
NEW YORK, NY
Past

November 17, 2010 - April 21, 2011

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
CHICAGO, IL
Past

April 12, 2010 - November 26, 2010

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

January 23, 2008 - August 24, 2009

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
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
Connecticut
(12/12/2024)
RR
New York
(2/4/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/3/2025
Uniform Securities Agent State Law 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
SRO Registrations
RR
FINRA

Current Firm


TB
THE BANK STREET GROUP L.L.C.
THE BANK STREET GROUP | THE BANK STREET GROUP L.L.C.

CRD#: 116269 / SEC#: , 8-53542

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


Main Address
333 Ludlow Street 3rd Floor, South Tower, Stamford, CT, 06902
Mailing Address
333 Ludlow Street 3rd Floor, South Tower, Stamford, CT, 06902
Phone number
(203) 252-2800
Established
Delaware since 05/07/2001
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BANK STREET HOLDINGS LLCHOLDING COMPANY OF MEMBERSHIP INTERESTS
BECKETT, JON PETERMANAGING DIRECTOR1888149
BURNAT, ROBERT MARKFINANCIAL & OPERATIONS PRINCIPAL1262266
HENRY, JAMES HOWLANDSENIOR MANAGING DIRECTOR/CFO2449629
LUKAJ, RICHARD STEELESENIOR MANAGING DIRECTOR/CEO/CCO/AMLCO2555602

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


THE BANK STREET GROUP L.L.C.

CRD#: 116269Stamford, CT 06902

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