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Umar Suhail

SMG SECURITIES
NEW YORK, NY 10065
Some features on this profile are disabled
CRD#: 6352904
US

Professional summary


Umar Suhail is a registered financial professional currently at SMG SECURITIES, INC. located in New York, New York.

Umar is registered as a RR (Registered Representative) and started their career in finance in 2014. Umar has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 79 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 Umar Suhail's 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

January 7, 2025 - Present

SMG SECURITIES, INC.

Office #1: 333 East 66th Street Suite 2-o, New York, NY 10065
BD
CRD#: 17406
NEW YORK, NY
Past

January 29, 2018 - May 25, 2018

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

October 10, 2016 - October 11, 2017

PURSUIT MERCHANT SECURITIES LLC

BD
CRD#: 281033
New York, NY
Past

August 25, 2014 - September 30, 2016

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

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: 8/11/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/6/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SS
SMG SECURITIES, INC.
SCOTT-MACON SECURITIES, INC. | SMG SECURITIES, INC.

CRD#: 17406 / SEC#: , 8-35184

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


Main Address
333 East 66th Street Suite 2-o, New York, NY 10065
Mailing Address
333 East 66th Street Suite 2-o, New York, NY 10065
Phone number
(212) 288-1200
Established
Delaware since 11/08/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SMG ASSOCIATES, LLCOWNER
TEPPER, JEFFREY MARKPRESIDENT & CEO AND CHIEF COMPLIANCE OFFICER1215438

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


SMG SECURITIES, INC.

CRD#: 17406New York, NY 10065

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