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AC

Andrew M. Capone

THINK ALPHA SECURITIES
New York, NY
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CRD#: 5822230
AC

Professional summary


Andrew Michael Capone is a registered financial professional currently at THINK ALPHA SECURITIES, LLC located in New York, New York.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2010. Andrew has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Andrew Michael Capone'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

April 11, 2023 - Present

THINK ALPHA SECURITIES, LLC

BD
CRD#: 300679
New York, NY
Past

June 13, 2018 - February 27, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NEW YORK, NY
Past

May 9, 2018 - February 27, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
NEW YORK, NY
Past

October 27, 2015 - May 19, 2017

KERSHNER SECURITIES, LLC

BD
CRD#: 147653
AUSTIN, TX
Past

April 17, 2012 - November 4, 2013

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

November 30, 2010 - April 16, 2012

LIGHTSPEED TRADING, LLC

BD
CRD#: 35519
NEW YORK, NY

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
Alabama
(4/27/2023)
RR
Alaska
(4/28/2023)
RR
Arizona
(5/8/2023)
RR
Arkansas
(5/8/2023)
RR
California
(4/28/2023)
RR
Colorado
(4/28/2023)
RR
Connecticut
(4/27/2023)
RR
Delaware
(5/11/2023)
RR
District of Columbia
(4/28/2023)
RR
Florida
(4/28/2023)
RR
Georgia
(5/1/2023)
RR
Hawaii
(4/28/2023)
RR
Idaho
(4/28/2023)
RR
Illinois
(5/1/2023)
RR
Indiana
(4/27/2023)
RR
Iowa
(4/27/2023)
RR
Kansas
(5/1/2023)
RR
Kentucky
(5/1/2023)
RR
Louisiana
(4/27/2023)
RR
Maine
(4/27/2023)
RR
Maryland
(5/1/2023)
RR
Massachusetts
(4/27/2023)
RR
Michigan
(5/1/2023)
RR
Minnesota
(4/29/2023)
RR
Mississippi
(4/28/2023)
RR
Missouri
(4/28/2023)
RR
Montana
(4/27/2023)
RR
Nebraska
(4/27/2023)
RR
Nevada
(5/2/2023)
RR
New Hampshire
(4/28/2023)
RR
New Jersey
(4/26/2023)
RR
New Mexico
(4/28/2023)
RR
New York
(4/27/2023)
RR
North Carolina
(4/27/2023)
RR
North Dakota
(5/1/2023)
RR
Ohio
(4/27/2023)
RR
Oklahoma
(4/27/2023)
RR
Oregon
(5/3/2023)
RR
Pennsylvania
(5/1/2023)
RR
Puerto Rico
(5/8/2023)
RR
Rhode Island
(5/4/2023)
RR
South Carolina
(5/2/2023)
RR
South Dakota
(4/27/2023)
RR
Tennessee
(4/28/2023)
RR
Texas
(4/28/2023)
RR
Utah
(5/1/2023)
RR
Vermont
(4/27/2023)
RR
Virginia
(4/27/2023)
RR
Washington
(4/28/2023)
RR
West Virginia
(5/1/2023)
RR
Wisconsin
(5/2/2023)
RR
Wyoming
(5/2/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TA
THINK ALPHA SECURITIES, LLC
THINK ALPHA FINANCIAL, LLC | TRADINGALPHA | THINK ALPHA SECURITIES, LLC

CRD#: 300679 / SEC#: , 8-70292

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


Main Address
116 Commons Way Building 1, Suite 116, Princeton, NJ 08540
Mailing Address
116 Commons Way Suite 116, Princeton, NJ 08540
Phone number
(856) 389-3331
Established
Delaware since 02/06/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
THINK ALPHA HOLDINGS,LLCOWNER
WEDBUSH FINANCIAL SERVICES INC.MEMBER
BIRCH, LAWRENCE TERRYCHIEF EXECUTIVE OFFICER1692733
CHOE, EUGENE ANTHONYCHIEF COMPLIANCE OFFICER2155125
FELDMAN, RICHARD MARKFINOP2273453

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


THINK ALPHA SECURITIES, LLC

CRD#: 300679New York, NY

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