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DF

Dara M. Friedman

BENTALLGREENOAK REAL ESTATE US LLC
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 5163755
DF

Professional summary

Dara Michelle Friedman, who also goes by Dara Friedman, is a registered financial professional currently at BENTALLGREENOAK REAL ESTATE US LLC located in San Francisco, California.

Dara is registered as a RR (Registered Representative) and started their career in finance in 2007. Dara has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dara Friedman

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 Dara Michelle Friedman'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

January 12, 2021 - Present

BENTALLGREENOAK REAL ESTATE US LLC

Office #1: 475 Sansome Street Suite 500, San Francisco, CA 94111
BD
CRD#: 157909
San Francisco, CA
Past

January 4, 2017 - January 21, 2021

SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC

BD
CRD#: 170062
SAN FRANCISCO, CA
Past

September 3, 2007 - November 23, 2016

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN FRANCISCO, CA

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
California
(1/12/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 3/6/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/30/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BR
BENTALLGREENOAK REAL ESTATE US LLC
BENTALLGREENOAK REAL ESTATE US LLC | GREENOAK REAL ESTATE US LLC

CRD#: 157909 / SEC#: , 8-68869

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

Main Address
399 Park Avenue 18th Floor, New York, NY, 10022
Mailing Address
399 Park Avenue 18th Floor, New York, NY, 10022
Phone number
(212) 359-7800
Established
Delaware since 03/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
BGO US REAL ESTATE LPMEMBER157034
CAMPBELL, MATTHEW GEORGE ANGUSMANAGING PARTNER,GENERAL COUNSEL AND CHIEF RISK OFFICER6279758
GROSSER, SHAWN DCHIEF COMPLIANCE OFFICER5328672
NIEHAUS, CHRISTOPHER JMANAGING PARTNER, HEAD OF U.S.2036937
PRICE, AMY GUNTHERCHIEF EXECUTIVE OFFICER2378816
ROSS, ELIZA ANNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER7315851

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

BENTALLGREENOAK REAL ESTATE US LLC

CRD#: 157909San Francisco, CA 94111

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