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GB

Gregory A. Bare

CROSSTREE CAPITAL SECURITIES
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 6370297
GB

Professional summary

Gregory Allen Bare, who also goes by Greg Bare, is a registered financial professional currently at CROSSTREE CAPITAL SECURITIES, LLC located in Tampa, Florida.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2014. Gregory has worked at 4 firms and has passed the Series 63, SIE, Series 52 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Bare

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 Gregory Allen Bare'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

March 21, 2023 - Present

CROSSTREE CAPITAL SECURITIES, LLC

Office #1: 4830 W Kennedy Blvd, Suite 600, Tampa, FL 33609
BD
CRD#: 154675
Tampa, FL
Past

September 8, 2021 - February 10, 2023

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

July 21, 2017 - August 27, 2021

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 1, 2014 - July 3, 2017

LANCASTER POLLARD & CO., LLC

BD
CRD#: 24110
Newport Beach, CA

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
Florida
(3/21/2023)
RR
New York
(3/21/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 11/29/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 8/18/2014
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 8/1/2014
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CROSSTREE CAPITAL SECURITIES, LLC
CROSSTREE CAPITAL SECURITIES, LLC

CRD#: 154675 / SEC#: , 8-68662

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

Main Address
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
Po Box 260095, Tampa, FL 33685-0095
Phone number
(813) 774-4753
Established
Florida since 07/22/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ELLIS, JEFFREY EMANAGING MEMBER, CCO4600098
SENIOR, SHANE CHRISTOPHERSECOND PRINCIPAL / MEMBER4297548
ANDERSON, KATHERINE ALICECFO / FINOP4723171

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

CROSSTREE CAPITAL SECURITIES, LLC

CRD#: 154675Tampa, FL 33609

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