Matthew Steven Strambi
Professional Summary
Matthew Steven Strambi is a registered financial advisor currently at CANTOR FITZGERALD & CO. located in Summit, New Jersey and CF SECURED, LLC located in New York, New York. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Disclosures on record.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Current Firm
CANTOR FITZGERALD SECURED, LLC | CF SECURED, LLC | CANTOR PRIME SERVICES
Contact Information
Main Address
110 East 59th Street 4th Floor, New York, NY 10022Mailing Address
110 East 59th Street 4th Floor, New York, NY 10022Phone Number
(212) 938-5000Established
Delaware since 09/16/2016Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CF SECURED HOLDINGS, LLC | SOLE MEMBER | — |
| ANZALONE, THOMAS JOSEPH | CHIEF OPERATIONS OFFICER/PRINCIPAL OPERATIONS OFFICER | 1161513 |
| BANDELIER, PASCAL DANIEL | CO-CHIEF EXECUTIVE OFFIER/GLOBAL HEAD OF EQUITIES | 4424051 |
| SALINAS, DANNY | CHIEF FINANCIAL OFFICER | 6184109 |
| SOLOWEY, SCOTT | CHIEF COMPLIANCE OFFICER | 4563137 |
| WALL, CHRISTIAN DOUGLAS | CO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF FIXED INCOME | 2751397 |
Disclosures
Regulatory Event
1Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Steven Strambi's CRS (Customer Relationship Summary).
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