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HG

Henry M. Gallegos

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CRD#: 5720916
HG

Professional summary


Being a previously registered professional could mean that this person 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.

Henry Mauricio Gallegos, who also goes by Hank Gallegos, was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 2009. Henry had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hank Gallegos

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)


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

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


Past

February 27, 2015 - October 22, 2015

LAMPERT CAPITAL MARKETS INC.

BD
CRD#: 103725
NEW YORK, NY
Past

June 30, 2014 - February 17, 2015

COLUMBUS ADVISORY GROUP, LTD.

BD
CRD#: 126331
NEW YORK, NY
Past

July 7, 2011 - August 1, 2012

CHARLES VISTA LLC

BD
CRD#: 132650
NEW YORK, NY
Past

February 23, 2011 - July 7, 2011

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
NEW YORK, NY
Past

August 19, 2010 - January 13, 2011

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

December 10, 2009 - April 6, 2010

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LC
LAMPERT CAPITAL MARKETS INC.
ICM CAPITAL MARKETS LTD. | LAMPERT CAPITAL MARKETS INC. | INTERNET CAPITAL MARKETS CORPORATION

CRD#: 103725 / SEC#: , 8-52234

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


Main Address
900 Third Ave Suite 1403, Ny, NY 10022
Mailing Address
900 Third Ave Suite 1403, Ny, NY 10022
Phone number
(347) 614-4775
Established
New York since 09/25/1998
Firm type
Corporation
Fiscal year end
August
Firm Size
Small
# of Employees

FINRA licenses (34 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#
LAMPERT ADVISORS LLCSHAREHOLDER
LAMPERT, STEWART RANDYCHAIRMAN/CEO DIRECTOR/ CCO
NG, NELSONCHIEF FINANCIAL OFFICER1716597

Disclosures


Regulatory Event1
Arbitration1

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


LAMPERT CAPITAL MARKETS INC.

CRD#: 103725

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