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George J. Dahl

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CRD#: 59820
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Professional summary


George Jeffrey Dahl MR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

George is a previously registered financial professional and started their career in finance in 1971. Prior to being barred, George had worked at 15 firms, which includes REVERE SECURITIES LLC, NEWPORT COAST SECURITIES INC., WEDBUSH SECURITIES INC., BROOKSTREET SECURITIES CORPORATION, THE SEIDLER COMPANIES INCORPORATED, RBC CAPITAL MARKETS LLC, SUTRO & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS KUHN LOEB INCORPORATED, LEHMAN BROTHERS INC., J. DAVID SECURITIES INC., BATEMAN EICHLER HILL RICHARDS INCORPORATED, UBS FINANCIAL SERVICES INC., BLYTH EASTMAN DILLON & CO. INCORPORATED, DEAN WITTER & CO. INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Jeffrey Dahl

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

January 29, 2015 - September 23, 2015

REVERE SECURITIES LLC

BD
CRD#: 14178
NEW YORK, NY
Past

October 4, 2010 - November 11, 2014

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
IRVINE, CA
Past

July 2, 2007 - September 27, 2010

WEDBUSH SECURITIES INC.

BD
CRD#: 877
NEWPORT BEACH, CA
Past

November 21, 2006 - July 3, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

May 6, 2005 - November 13, 2006

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
IRVINE, CA
Past

March 9, 2002 - May 2, 2005

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

March 9, 1998 - March 9, 2002

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

July 31, 1993 - March 13, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 4, 1984 - June 26, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

March 27, 1984 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 21, 1983 - March 2, 1984

J. DAVID SECURITIES, INC.

BD
CRD#: 10000
Past

January 7, 1981 - June 20, 1983

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

January 31, 1980 - February 2, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

May 12, 1975 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

May 1, 1971 - July 23, 1975

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

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: 4/16/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 8/17/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/12/1971
Registered Representative Examination

Current Firm


RS
REVERE SECURITIES LLC
ASR DIVISION OF TRACK SECURITIES CORP | TRACK SECURITIES CORP. | REVERE WEALTH MANAGEMENT LLC | REVERE SECURITIES LLC | REVERE SECURITIES CORP. | M-W SECURITIES CORP. | BRIARCLIFF CAPITAL CORP.

CRD#: 14178 / SEC#: , 8-30511

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


Main Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Mailing Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Phone number
(212) 688-2350
Established
Delaware since 12/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
REVERE INVESTMENT HOLDINGS LLCSHAREHOLDER
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389
FULLMAN, SCOTT HOWARDPRESIDENT / CHIEF OPERATIONS OFFICER1516584
MORENO, WILLIAM FRANCISCEO / EXECUTIVE CHAIRMAN2801621
ZULUAGA, OSEASCFO / FINOP4186791

Disclosures


Regulatory Event14
Arbitration3

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


REVERE SECURITIES LLC

CRD#: 14178

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