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BF

Brian S. Fund

ELEQUIN SECURITIES LLC
New York, NY 10018
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CRD#: 6464592
BF

Professional summary


Brian Spencer Fund, who also goes by Brian Fund, is a registered financial professional currently at ELEQUIN SECURITIES LLC located in New York, New York.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2015. Brian has worked at 3 firms and has passed the Series 52TO, Series 57TO, Series 7TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Fund

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 Brian Spencer Fund'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 1, 2025 - Present

ELEQUIN SECURITIES LLC

Office #1: 1333 Broadway Suite 500, New York, NY 10018
BD
CRD#: 311650
New York, NY
Past

October 7, 2015 - April 17, 2019

BLUEFIN CAPITAL MANAGEMENT, LLC

BD
CRD#: 113892
NEW YORK, NY
Past

April 24, 2015 - October 8, 2015

SUSQUEHANNA SECURITIES, LLC

BD
CRD#: 35874
BALA CYNWYD, PA

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


General Industry/Product Exam
RR
Series 52TO
Date: 1/15/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/7/2025
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 8/19/2015
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA

Current Firm


ES
ELEQUIN SECURITIES LLC
ELEQUIN SECURITIES LLC

CRD#: 311650 / SEC#: , 8-70654

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


Main Address
1333 Broadway Suite 500, New York, NY 10018
Mailing Address
1333 Broadway Suite 500, New York, NY 10018
Phone number
(929) 346-7126
Established
Delaware since 04/07/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ELEQUIN HOLDINGS LLCPARENT COMPANY
CROTTY, CHRISTOPHER CHARLESCHIEF COMPLIANCE OFFICER2488082
FINLAYSON, JAMES DREWPRESIDENT, FINOP, COO3096527
GUTIERREZ, PETER GERMANCHIEF EXECUTIVE OFFICER2933355

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


ELEQUIN SECURITIES LLC

CRD#: 311650New York, NY 10018

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