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SB

Sean T. Battle

CIMAS
ALBANY, NY 12207
Some features on this profile are disabled
CRD#: 4994268
SB

Professional summary


Sean T Battle, who also goes by Sean T. Battle, is a registered financial professional currently at CIMAS, LLC located in Albany, New York.

Sean is registered as a RR (Registered Representative) and started their career in finance in 2005. Sean has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 3, Series 7 and Series 11 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean T. Battle

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 Sean T Battle's CRS (Customer Relationship Summary).
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

September 11, 2019 - Present

CIMAS, LLC

Office #1: 30 South Pearl Street 9th Floor, Albany, NY, 12207Office #2: 30 S. Pearl Street 9th Floor, Albany, NY, 12207
BD
CRD#: 132263
ALBANY, NY
Past

June 13, 2008 - August 28, 2019

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

August 24, 2005 - June 17, 2008

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
LATHAM, 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


State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/22/2010
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 11
Date: 8/23/2005
Assistant Representative-Order Processing Qualification Exam
SRO Registrations
RR
FINRA

Current Firm


CL
CIMAS, LLC
CIMAS LLC | CURRAN ADVISORY SERVICES | CIMAS, LLC

CRD#: 132263 / SEC#: , 8-66579

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


Main Address
30 South Pearl Street 9th Floor, Albany, NY, 12207
Mailing Address
30 South Pearl Street 9th Floor, Albany, NY, 12207
Phone number
(518) 391-4200
Established
New York since 12/17/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CURRAN, THOMAS JOSEPHCCO AND CEO59035
CURRAN, KEVIN THOMASFINOP AND PRESIDENT2877993

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


CIMAS, LLC

CRD#: 132263Albany, NY 12207

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