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JI

John M. Imbriglia

CROWDSTREET CAPITAL LLC
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 5694409
JI

Professional summary

John Munson Imbriglia, who also goes by John Imbriglia Mr, John Imbriglia, is a registered financial professional currently at CROWDSTREET CAPITAL LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 2009. John has worked at 6 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

John Imbriglia Mr | John Imbriglia

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 John Munson Imbriglia'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

August 9, 2024 - Present

CROWDSTREET CAPITAL LLC

Office #1: 10 East 40th Street Suite 1020, New York, NY 10016
BD
CRD#: 312762
NEW YORK, NY
Past

February 4, 2015 - August 19, 2022

ICAPITAL SECURITIES, LLC

BD
CRD#: 171061
NEW YORK, NY
Past

June 11, 2014 - September 1, 2015

BENDIGO SECURITIES, LLC

BD
CRD#: 152529
New York, NY
Past

April 12, 2012 - January 13, 2014

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NORWALK, CT
Past

June 28, 2011 - April 3, 2012

PROBITAS FUNDS GROUP, LLC

BD
CRD#: 115876
NEW YORK, NY
Past

September 7, 2009 - March 28, 2011

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
PHILADELPHIA, PA
Past

August 31, 2009 - March 28, 2011

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
PHILADELPHIA, PA

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
Connecticut
(8/9/2024)
RR
New York
(5/29/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/4/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/12/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CROWDSTREET CAPITAL LLC
CROWDSTREET CAPITAL LLC

CRD#: 312762 / SEC#: , 8-70724

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

Main Address
10 East 40th Street Suite 1020, New York, NY 10016
Mailing Address
10 East 40th Street Suite 1020, New York, NY 10016
Phone number
(888) 432-7693
Established
Delaware since 04/03/2018
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#
CROWDSTREET, INC.OWNER
BROWN, SCOTTFINOP6694802
HOWELL, KRISTEN LEIGHPRESIDENT
ROTH, STEPHANIE ANNECHIEF COMPLIANCE OFFICER5636965

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

CROWDSTREET CAPITAL LLC

CRD#: 312762New York, NY 10016

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