Julien G. Balkany

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CRD#: 4937518

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.

Julien Guillaume Balkany, who also goes by Julien Balkany, was a registered financial professional .

Julien is a previously registered financial professional and started their career in finance in 2005. Julien had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Julien Balkany

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

March 24, 2005 - October 18, 2017

NANES, DELORME CAPITAL MANAGEMENT LLC

CRD#: 104135

NEW YORK, 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

Current Firm

NANES, DELORME CAPITAL MANAGEMENT LLC

NANES, DELORME BROTHERS CAPITAL MANAGEMENT LLC | NANES, DELORME CAPITAL MANAGEMENT LLC

CRD#: 104135 / SEC#: , 8-52628

Terminated by SEC on 11/13/2017

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Contact information

Main Address

Mailing Address

Phone number

Established

Delaware since 04/07/2000

Firm type

Limited Liability Company

Fiscal year end

December

# of Employees

Documents

Direct owners and executive officers

Name	Position	CRD#
NANES, DARYL	PRINCIPAL/MEMBER/CHIEF COMPLIANCE OFFICER	3138646
CALAMUNCI, ROBERT JOSEPH SR	FINOP AND CFO	1618899

Disclosures

Regulatory Event

Red Flags

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