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DP

Daniel V. Prezioso

OLDEN LANE SECURITIES
Bridgewater, NJ 08807
Some features on this profile are disabled
CRD#: 6751978
DP

Professional summary

Daniel V Prezioso is a registered financial professional currently at OLDEN LANE SECURITIES, LLC located in Bridgewater, New Jersey.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 3 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 Daniel V Prezioso'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

May 1, 2017 - Present

OLDEN LANE SECURITIES, LLC

Office #1: 100 Somerset Corporate Blvd Suite 101-2nd Floor, Bridgewater, NJ 08807
BD
CRD#: 173847
Bridgewater, NJ

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
New Jersey
(5/26/2017)
RR
South Dakota
(6/12/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/26/2017
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 7
Date: 5/1/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 10/29/2015
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm

OL
OLDEN LANE SECURITIES, LLC
OLDEN LANE SECURITIES, LLC

CRD#: 173847 / SEC#: , 8-69556

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

Main Address
100 Somerset Corporate Blvd Suite 101-2nd Floor, Bridgewater, NJ 08807
Mailing Address
100 Somerset Corporate Blvd Suite 101-2nd Floor, Bridgewater, NJ 08807
Phone number
(908) 432-6819
Established
Delaware since 10/17/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
OLDEN LANE, INC.OWNER
DEPARTMENT OF COMMERCE FEDERAL CREDIT UNIONPREFERRED EQUITY OWNER (NOT A CONTROL PERSON)
CHUN, YUEN NAFINOP2219603
MACCHIAROLA, MICHAEL COLLINSCHIEF EXECUTIVE OFFICER4444494
MERLINO, NICHOLAS JOSEPHCHIEF COMPLIANCE OFFICER5730516

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

OLDEN LANE SECURITIES, LLC

CRD#: 173847Bridgewater, NJ 08807

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