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SW

Suzanne West Santillan

CC SECURITIES
Stamford, CT 06901
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CRD#: 5118660
SW

Professional summary


Suzanne West Santillan, who also goes by Suzanne West Santillan, Suzanne Renee West, is a registered financial professional currently at CC SECURITIES, LLC located in Stamford, Connecticut.

Suzanne is registered as a RR (Registered Representative) and started their career in finance in 2006. Suzanne has worked at 2 firms and has passed the Series 63, Series 82TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Suzanne West Santillan | Suzanne Renee West

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 Suzanne West Santillan'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

August 20, 2018 - Present

CC SECURITIES, LLC

Office #1: 3 Landmark Square 5th Floor, Stamford, CT 06901Office #2: 3 Landmark Square 5th Floor, Stamford, CT 06901
BD
CRD#: 153523
Stamford, CT
Past

August 16, 2006 - January 27, 2015

PARK MADISON PARTNERS LLC

BD
CRD#: 140016
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
Alabama
(1/30/2024)
RR
Arizona
(8/20/2020)
RR
Arkansas
(1/30/2024)
RR
California
(8/30/2018)
RR
Colorado
(9/18/2018)
RR
Connecticut
(9/17/2018)
RR
District of Columbia
(5/24/2019)
RR
Florida
(9/14/2018)
RR
Georgia
(3/16/2020)
RR
Illinois
(8/27/2018)
RR
Louisiana
(5/28/2019)
RR
Massachusetts
(8/31/2018)
RR
Nevada
(1/30/2024)
RR
New Jersey
(1/30/2024)
RR
New York
(9/17/2018)
RR
North Carolina
(8/30/2018)
RR
Tennessee
(2/1/2023)
RR
Texas
(8/31/2018)
RR
Wisconsin
(2/17/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/30/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CS
CC SECURITIES, LLC
CC SECURITIES, LLC | CENTERCAP SECURITIES, LLC | CENTERCAP SECURITIES

CRD#: 153523 / SEC#: , 8-68546

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


Main Address
3 Landmark Square 5th Floor, Stamford, CT 06901
Mailing Address
3 Landmark Square 5th Floor, Stamford, CT 06901
Phone number
(212) 620-2655
Established
Delaware since 12/07/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
THE CENTERCAP GROUP, LLCOWNER
BEESON, LISA EYLESOFFICER1735489
GAVLIK, MARGARET WASHBURNCCO1175128
MILLER, ANDREW DAVIDCFO/PRINCIPAL FINANCIAL OFFICER5106774
SMITH, DEBORAH LEANNECEO/PRINCIPAL OPERATIONS OFFICER4429184

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


CC SECURITIES, LLC

CRD#: 153523Stamford, CT 06901

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