Elliot Gulkowitz
Professional Summary
Elliot Gulkowitz is a registered financial advisor currently at SUMMIT SECURITIES GROUP LLC located in New York, New York. Elliot is registered as a RR (Registered Representative) and started their career in finance in 2008. Elliot has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 25, Series 7, Series 28, Series 24, Series 27 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CLEAR STREET MARKETS LLC | WHITE BAY PT LLC | SUMMIT SECURITIES GROUP, LLC | SUMMIT SECURITIES GROUP LLC | CLEAR STREET MARKETS, LLC
Contact Information
Main Address
55 Broadway Suite 2102, New York, NY 10006Mailing Address
55 Broadway Suite 2102, New York, NY 10006Phone Number
(646) 532-6435Established
Delaware since 09/02/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Dec 2008Series 25 — NYSE Trading Assistant Examination
Passed Sep 2008Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jan 2023About the Series 28 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Elliot Gulkowitz's CRS (Customer Relationship Summary).
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