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JO

Juan A. Ormaechea

CICADA SECURITIES
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 6354356
JO

Professional summary

Juan Andres Ormaechea, who also goes by Juan A Ormaechea, Juan Andres Ormaechea, Juan Andres Ormaechea Totani, is a registered financial professional currently at CICADA SECURITIES located in Greenwich, Connecticut.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2017. Juan has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Juan A Ormaechea | Juan Andres Ormaechea | Juan Andres Ormaechea Totani

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 Juan Andres Ormaechea'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

November 17, 2023 - Present

CICADA SECURITIES

Office #1: 289 Greenwich Ave Floor 2, Greenwich, CT 06830Office #2: Paseo De Las Palmas 230, Piso 1 Lomas De Chapultepec, Miguel Hidalgo 11000, Mexico City 05120
BD
CRD#: 314109
Greenwich, CT
Past

July 30, 2020 - December 2, 2021

MORGAN STANLEY

RIA
CRD#: 149777
New York, NY
Past

February 19, 2020 - December 2, 2021

MORGAN STANLEY

BD
CRD#: 149777
New York, NY
Past

August 9, 2017 - January 14, 2020

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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
IAR
Series 66
Date: 7/30/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/9/2017
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CICADA SECURITIES
CICADA SECURITIES | CICADA SECURITIES, LLC

CRD#: 314109 / SEC#: , 8-70699

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

Main Address
289 Greenwich Ave Floor 2, Greenwich, CT 06830
Mailing Address
289 Greenwich Ave Floor 2, Greenwich, CT 06830
Phone number
(917) 809-4456
Established
Delaware since 03/17/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CICADA TECHNOLOGIES, INC.DIRECT OWNER
BALLESTEROS, MANUEL IGNACIODIRECTOR4712151
GARCIA, EDWIN ERNESTOFINANCIAL & OPERATIONAL PRINCIPAL4154949
HERNANDEZ RIVERO, JAVIERCEO6828444
MORAN, BRIAN MICHAELCHIEF OPERATIONS OFFICER,CCO&AMLCO1940341
TOVAR FERNANDEZ, IGNACIOCHIEF TECHNOLOGY OFFICER7361056

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

CICADA SECURITIES

CRD#: 314109Greenwich, CT 06830

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