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AL

Andrew A. Lewis

KBD SECURITIES
New Yoyk, NY 10016
Some features on this profile are disabled
CRD#: 5162353
AL

Professional summary


Andrew Albert Lewis is a registered financial professional currently at KBD SECURITIES, LLC located in New Yoyk, New York.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2007. Andrew has worked at 7 firms and has passed the Series 63, Series 6TO, 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 Andrew Albert Lewis'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

April 28, 2021 - Present

KBD SECURITIES, LLC

Office #1: 470 Park Avenue South, New Yoyk, NY 10016
BD
CRD#: 104110
New Yoyk, NY
Past

October 10, 2019 - February 22, 2021

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

February 5, 2018 - February 25, 2021

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

May 28, 2010 - February 2, 2018

HRC FUND ASSOCIATES, LLC

BD
CRD#: 142846
NEW YORK, NY
Past

May 5, 2009 - November 23, 2009

PCS DUNBAR SECURITIES, LLC

BD
CRD#: 128144
PURCHASE, NY
Past

July 28, 2008 - December 31, 2008

PCS SECURITIES, INC.

BD
CRD#: 47588
NEW YORK, NY
Past

October 29, 2007 - June 5, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GRAND RAPIDS, MI

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
New York
(4/28/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 11/23/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/1/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


KS
KBD SECURITIES, LLC
KBD SECURITIES, LLC

CRD#: 104110 / SEC#: , 8-52591

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


Main Address
470 Park Avenue South 8th Floor South, New York, NY 10016
Mailing Address
470 Park Avenue South 8th Floor South, New York, NY 10016
Phone number
(914) 703-6904
Established
New York since 03/23/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 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#
HORIZON KINETICS, LLCPARENT COMPANY
BELL, CHRISTOPHER DUNCANCEO, CFO, DESIGNATED PRINCIPAL, FINOP1479836
DOYLE, JAMES GANNONCHIEF COMPLIANCE OFFICER & DESIGNATED PRINCIPAL4189586
KESSLEN, JAY HARRISGENERAL COUNSEL, SVP, AML OFFICER4335392
WILLIAMS, ALUN LOPERATIONS PROFESSIONAL4331633

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


KBD SECURITIES, LLC

CRD#: 104110New Yoyk, NY 10016

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