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CM

Christopher I. Morales

TSG CAPITAL ADVISORS
Ronkonkoma, NY 11779
Some features on this profile are disabled
CRD#: 5466081
CM

Professional summary


Christopher Israel Morales, who also goes by Christopher Morales, is a registered financial professional currently at TSG CAPITAL ADVISORS located in Ronkonkoma, New York.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2018. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Morales

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 Christopher Israel Morales'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 15, 2025 - Present

TSG CAPITAL ADVISORS

Office #1: 3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
BD
CRD#: 147509
Ronkonkoma, NY
Past

September 8, 2021 - November 5, 2024

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
NEW YORK, NY
Past

March 11, 2019 - April 2, 2020

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

January 16, 2019 - March 8, 2019

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
NEW YORK, NY
Past

April 27, 2018 - August 27, 2018

ANDREW GARRETT INC.

BD
CRD#: 29931
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
California
(1/23/2025)
RR
Florida
(1/15/2025)
RR
Georgia
(4/22/2025)
RR
Missouri
(6/3/2025)
RR
New Jersey
(1/15/2025)
RR
New York
(1/15/2025)
RR
North Carolina
(4/23/2025)
RR
Oklahoma
(8/25/2025)
RR
Texas
(1/15/2025)
RR
Washington
(3/31/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/29/2019
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TC
TSG CAPITAL ADVISORS
BRIGHTCHOICE FINANCIAL, LLC | TSG CAPITAL ADVISORS

CRD#: 147509 / SEC#: , 8-67910

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


Main Address
3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
Mailing Address
3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
Phone number
(631) 201-2483
Established
Tennessee since 01/10/2007
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (52 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#
JLLA HOLDINGS, LLCOWNER/MEMBER
TORRILLO, DON LPRESIDENT/CEO/MANAGING MEMBER2789918
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637

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


TSG CAPITAL ADVISORS

CRD#: 147509Ronkonkoma, NY 11779

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