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BG

Brendan A. Greenwald

NORTH CAPITAL PRIVATE SECURITIES
Hoboken, NJ 07030
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CRD#: 6117399
BG

Professional summary


Brendan Alexander Greenwald is a registered financial professional currently at NORTH CAPITAL PRIVATE SECURITIES CORPORATION located in Hoboken, New Jersey.

Brendan is registered as a RR (Registered Representative) and started their career in finance in 2014. Brendan has worked at 2 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 30 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 Brendan Alexander Greenwald'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

November 3, 2017 - Present

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

Office #1: 22 Hudson Place 3rd Floor, Hoboken, NJ, 07030
BD
CRD#: 154559
Hoboken, NJ
Past

June 10, 2014 - August 1, 2017

MORGAN STANLEY

RIA
CRD#: 149777
FAIRFIELD, CT
Past

February 20, 2014 - August 1, 2017

MORGAN STANLEY

BD
CRD#: 149777
FAIRFIELD, CT

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
(1/4/2018)
RR
Alaska
(1/4/2018)
RR
Arizona
(1/4/2018)
RR
Arkansas
(1/4/2018)
RR
California
(1/4/2018)
RR
Colorado
(1/4/2018)
RR
Connecticut
(11/15/2017)
RR
Delaware
(1/4/2018)
RR
District of Columbia
(1/4/2018)
RR
Florida
(1/4/2018)
RR
Georgia
(1/4/2018)
RR
Hawaii
(12/13/2017)
RR
Idaho
(1/4/2018)
RR
Illinois
(1/4/2018)
RR
Indiana
(1/4/2018)
RR
Iowa
(1/4/2018)
RR
Kansas
(1/4/2018)
RR
Kentucky
(1/4/2018)
RR
Louisiana
(1/4/2018)
RR
Maine
(1/4/2018)
RR
Maryland
(1/4/2018)
RR
Massachusetts
(1/4/2018)
RR
Michigan
(1/4/2018)
RR
Minnesota
(1/4/2018)
RR
Mississippi
(1/4/2018)
RR
Missouri
(1/4/2018)
RR
Montana
(1/4/2018)
RR
Nebraska
(1/4/2018)
RR
Nevada
(1/4/2018)
RR
New Hampshire
(1/4/2018)
RR
New Jersey
(12/13/2017)
RR
New Mexico
(1/4/2018)
RR
New York
(11/3/2017)
RR
North Carolina
(1/5/2018)
RR
North Dakota
(1/4/2018)
RR
Ohio
(1/4/2018)
RR
Oklahoma
(1/4/2018)
RR
Oregon
(1/4/2018)
RR
Pennsylvania
(1/4/2018)
RR
Rhode Island
(1/4/2018)
RR
South Carolina
(1/4/2018)
RR
South Dakota
(1/4/2018)
RR
Tennessee
(1/4/2018)
RR
Texas
(1/4/2018)
RR
Utah
(11/3/2017)
RR
Vermont
(1/4/2018)
RR
Virginia
(1/4/2018)
RR
Washington
(1/4/2018)
RR
West Virginia
(1/4/2018)
RR
Wisconsin
(1/4/2018)
RR
Wyoming
(1/4/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/10/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/13/2014
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 12/11/2017
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


NC
NORTH CAPITAL PRIVATE SECURITIES CORPORATION
NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CRD#: 154559 / SEC#: , 8-68648

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


Main Address
623 E Ft Union Blvd Suite 101, Salt Lake City, UT 84047
Mailing Address
623 E Ft Union Blvd Suite 101, Salt Lake City, UT 84047
Phone number
(415) 315-9916
Established
Delaware since 05/20/2010
Firm type
Corporation
Fiscal year end
March
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)

Direct owners and executive officers


NamePositionCRD#
NORTH CAPITAL INVESTMENT TECHNOLOGY, INC.OWNER
ANDERSON, JOSEPH CARLCHIEF COMPLIANCE OFFICER, CHIEF AML COMPLIANCE OFFICER4644204
BEATON, DANIEL STEWARTFINOP/CFO4240769
DOWD, JAMES PATRICKPRESIDENT, EXECUTIVE REP., H.O. SUPER2109413

Disclosures


Regulatory Event1

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


NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CRD#: 154559Hoboken, NJ 07030

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