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Gail Coupar Carmody

CRD# 5454626·Registered 2015 - 2019
Previously Registered: Being a previously registered professional could mean that Gail is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gail Coupar Carmody, who also goes by Gail Coupar Chambers, was a registered financial advisor. Gail was a previously registered financial professional and started their career in finance 2015 - 2019. Gail had worked at 1 firm and has passed the SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gail Coupar Chambers

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

FAMILY MANAGEMENT SECURITIES, LLC·CRD# 44319
BD
New York, NY
September 2, 2015 - June 13, 2019

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Current Firm

FM
FAMILY MANAGEMENT SECURITIES, LLC

FAMILY MANAGEMENT SECURITIES CORPORATION | FAMILY MANAGEMENT SECURITIES, LLC

CRD#: 44319 / SEC#: 8-50618
BD
Terminated by SEC on 07/28/2025

Contact Information

Established

New York since 04/27/1998

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
ZISES, SEYMOUR WILLIAMPRESIDENT, MEMBER, CEO816096
ZISES CHILDREN'S TRUSTFAMILY TRUST—
AT MANAGEMENT SERVICES INC.MEMBER—
FORTINO, ANGELINAPRINCIPAL FINANCIAL & OPERATIONS OFFICER - CFO6869135
FRANK, PHILIP THOMASGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER4195958
GREENBERG, MONTE I.TRUSTEE7831859
TESSLER, ANDREA LESLIEMANAGING DIRECTOR, MEMBER1407430

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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