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Shadman Sakib

MERCURY INVESTMENT SERVICES LLC
New York City, NY 10011
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CRD#: 6064249
SS

Professional summary


Shadman Sakib, who also goes by Shad Sakib, is a registered financial professional currently at MERCURY INVESTMENT SERVICES LLC located in New York City, New York.

Shadman is registered as a RR (Registered Representative) and started their career in finance in 2014. Shadman has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shad Sakib

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 Shadman Sakib'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 22, 2024 - Present

MERCURY INVESTMENT SERVICES LLC

Office #1: 26 W 17th St. Floor 9, New York City, NY 10011
BD
CRD#: 324657
New York City, NY
Past

August 11, 2021 - March 22, 2023

BREX TREASURY LLC

BD
CRD#: 299606
SALT LAKE CITY, UT
Past

August 11, 2020 - July 28, 2021

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BROOKLYN, NY
Past

June 26, 2017 - July 28, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BROOKLYN, NY
Past

May 9, 2014 - June 2, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BROOKLYN, 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
California
(4/22/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/10/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/18/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MI
MERCURY INVESTMENT SERVICES LLC
MERCURY INVESTMENT SERVICES LLC

CRD#: 324657 / SEC#: , 8-71052

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


Main Address
333 Bush Street Suite 1900, San Francisco, CA 94104
Mailing Address
548 Market St Pmb 17471, San Francisco, CA 94104-5401
Phone number
(800) 503-3724
Established
Delaware since 01/11/2023
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


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MERCURY TECHNOLOGIES INCMEMBER
BARRY, MICHELLE ALEJANDRACEO6967071
GOLDSMITH, DAVID RYANCCO6934656
SILVESTRO, MICHELE ANNFINOP6960939

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


MERCURY INVESTMENT SERVICES LLC

CRD#: 324657New York City, NY 10011

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