Kerry J. O'sullivan
Professional summary
Kerry James O'sullivan JR. is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.
Kerry is registered as a RR (Registered Representative) and started their career in finance in 2007. Kerry has worked at 2 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kerry James O'sullivan JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
August 3, 2023 - Present
BAY CREST PARTNERS, LLC
Office #1: 40 Wall Street 42nd Floor, New York, NY 10005September 12, 2007 - July 19, 2023
WHITAKER SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/3/2023)
Exams
Series 52TO
Date: 9/23/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BAY CREST PARTNERS, LLC
CRD#: 39944 / SEC#: , 8-48931
Contact information
FINRA licenses (26 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 16 |
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