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JM

Jesica Michelle Murature Stordiau

NEXGEN INVESTMENTS LLC
Greenwich, CT
Some features on this profile are disabled
CRD#: 5785069
JM

Professional summary

Jesica Michelle Murature Stordiau, who also goes by Jesica Michelle Murature, Jesica M Murature Stordiau, is a registered financial advisor currently at NEXGEN INVESTMENTS LLC located in Greenwich, Connecticut.

Jesica Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jesica Michelle 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"?
Yes

Aliases

Jesica Michelle Murature | Jesica M Murature Stordiau

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) - RIA

Click below to view Jesica Michelle Murature Stordiau's 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 18, 2022 - Present

NEXGEN INVESTMENTS LLC

RIA
CRD#: 322604
Greenwich, CT
Past

July 2, 2021 - November 10, 2022

UNITED MARITIME CAPITAL LLC

RIA
CRD#: 283336
NEW YORK, NY
Past

October 27, 2016 - May 31, 2017

HOLISTIC BROKERAGE, LLC

BD
CRD#: 46001
New York, NY
Past

November 17, 2010 - December 3, 2014

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

July 22, 2010 - December 3, 2014

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(8/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/2010
General Securities Representative Examination

Current Firm

NI
NEXGEN INVESTMENTS LLC
NEXGEN INVESTMENTS LLC

CRD#: 322604 / SEC#:

Connecticut
Registered Investment Advisory firm - (8/18/2022 Approved)
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Contact information

Main Address
Greenwich, CT
Mailing Address
Phone number
(917) 213-0351
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts60
AUM (Assets Under Management)$ 36,463,147

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

NEXGEN INVESTMENTS LLC

CRD#: 322604Greenwich, CT

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