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VG

Veronica L. Gilbert

CHERTOFF CAPITAL
Washington, DC 20005
Some features on this profile are disabled
CRD#: 6012152
VG

Professional summary

Veronica Lynne Gilbert, who also goes by Veronica Lynne Blair, Veronica Lynn Gilbert, Veronica Lynne Reid, is a registered financial professional currently at CHERTOFF CAPITAL, LLC located in Washington, District Of Columbia.

Veronica is registered as a RR (Registered Representative) and started their career in finance in 2013. Veronica has worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Veronica Lynne Blair | Veronica Lynn Gilbert | Veronica Lynne Reid

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 Veronica Lynne Gilbert'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

March 4, 2013 - Present

CHERTOFF CAPITAL, LLC

Office #1: 1399 New York Avenue Suite 1100, Washington, DC 20005Office #2: 1399 New York Avenue, N.w. Suite 1100, Washington, DC 20005
BD
CRD#: 145134
Washington, DC

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
District of Columbia
(3/4/2013)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 3/1/2013
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CHERTOFF CAPITAL, LLC
BIO-IB CAPITAL PARTNERS, LLC. | CHERTOFF CAPITAL, LLC

CRD#: 145134 / SEC#: , 8-67707

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

Main Address
1399 New York Avenue, N.w. Suite 1100, Washington, DC 20005
Mailing Address
1399 New York Avenue, N.w. Suite 1100, Washington, DC 20005
Phone number
(202) 552-5280
Established
New York since 05/07/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 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#
THE CHERTOFF GROUP, LLCOWNER
EBERT, PAUL FRANCISFINANCIAL AND OPERATIONS OFFICER PRINCIPAL1121231
SWEET, CHAD CREIGHTONPRESIDENT/MANAGING PRINCIPAL/INVESTMENT BANKNG PRINCIPAL2937087
VIRK, KANAD SINGHCCO/CR3155707

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

CHERTOFF CAPITAL, LLC

CRD#: 145134Washington, DC 20005

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