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Thomas A. Barletta

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CRD#: 5820135
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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.

Thomas Andrew Barletta, who also goes by Thomas A Barletta, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2011. Thomas had worked at 1 firm and has passed the SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas A Barletta

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 23, 2011 - March 22, 2016

CSCA CAPITAL ADVISORS, LLC

BD
CRD#: 47100
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


General Industry/Product Exam
RR
SIE
Date: 3/22/2016
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


CC
CSCA CAPITAL ADVISORS, LLC
COHEN & STEERS CAPITAL ADVISORS, LLC | CSCA CAPITAL ADVISORS, LLC

CRD#: 47100 / SEC#: , 8-51671

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


Main Address
300 Park Avenue Studio Suite 203, New York, NY 10022
Mailing Address
300 Park Avenue Studio Suite 203, New York, NY 10022
Phone number
(212) 446-9177
Established
Delaware since 03/04/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CS CAPITAL ADVISORS, LLCSHAREHOLDER
CALECA, DAVIDSENIOR DIRECTOR, BOARD MEMBER, MANAGING DIRECTOR2801048
DEMARVAL, LAURENT XAVIERMANAGING DIRECTOR, COMPLIANCE OFFICER, BOARD MEMBER2581213
FALKOWSKI, CHRISTOPHER HARRISMANAGING DIRECTOR, BOARD MEMBER4729016
PICKETTE, PETER EDWARDMANAGING DIRECTOR, BOARD MEMBER2727093
RAZOOK, BRADLEY GEORGEPRESIDENT, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, BOARD MEMBER1170563
ROCHE, PASCALFINOP AND CFO5920968
VORDERIS, PAUL CHARLESMANAGING DIRECTOR, BOARD MEMBER4925073

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


CSCA CAPITAL ADVISORS, LLC

CRD#: 47100

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