Genevieve R. Eliasz
CAIS CAPITAL LLC | ASSOCIATE DIRECTOR
New York, NY 10022
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CRD#: 6753722
Professional summary
Genevieve Rose Eliasz, who also goes by Gen R Eliasz, Genny R Eliasz, is a registered financial professional currently at CAIS CAPITAL LLC located in New York, New York.
Genevieve is registered as a RR (Registered Representative) and started their career in finance in 2017. Genevieve has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Gen Eliasz joined Treasury Partners in September 2019, and works directly with David Zoll and Sarah Pifer in support of their ongoing commitment to delivering excellent, personalized client services.
She is responsible for introducing new clients to the Treasury Partners wealth management platform, and assisting them in completing account opening documentation. She also has additional responsibilities in the areas of trading and funds disbursement.
Ms. Eliasz began her career in 2015 with First Republic Private Wealth Management. During her tenure with that firm, she supported a wealth management team servicing high net worth clients.
She holds Series 7 and 66 securities licenses, and has passed the CFA Level 1 examination.
Ms. Eliasz is a graduate of Drexel University, where she earned a B.S. in Business Administration with a concentration in Finance and Management Information Systems.
She is a volunteer with iMentor, an organization dedicated to providing support services to high school students from underprivileged communities throughout New York City.
Ms. Eliasz is also a member of New York Road Runners, and is engaged in the organization's various volunteer and charitable programs, which include the New York City Marathon.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Gen R Eliasz | Genny R Eliasz
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.
CRS (Client Relationship Summary) - BD
Click below to view Genevieve Rose Eliasz'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®
NoneExperience
Current
June 12, 2024 - Present
CAIS CAPITAL LLC
Office #1: 527 Madison Avenue 2nd Floor, New York, NY 10022BD
CRD#: 154512
New York, NY
Past
August 14, 2019 - December 14, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
New York City, NY
Past
August 8, 2019 - December 14, 2023
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
September 11, 2017 - July 15, 2019
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
RIA
CRD#: 108559
New York, NY
Past
April 3, 2017 - July 15, 2019
FIRST REPUBLIC SECURITIES COMPANY, LLC
BD
CRD#: 105108
NEW YORK, NY
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 York(6/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CAIS CAPITAL LLC
CAIS CAPITAL LLC
CRD#: 154512 / SEC#: , 8-68646
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
527 Madison Avenue 2nd Floor, New York, NY 10022
Mailing Address
527 Madison Avenue 2nd Floor, New York, NY 10022
Phone number
(212) 300-9350
Established
Delaware since 07/27/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPITAL INTEGRATION SYSTEMS LLC | PARENT/OWNER | |
| BROWN, MATTHEW CRAWFORD | CEO/MEMBER/EXECUTIVE REP. | 2160159 |
| COLLINS, MICHAEL PATRICK | CCO | 5366193 |
| KRZAK, ALEXANDER JACOB | POO | 6349160 |
| PARISE, JANICE DRU | FINOP/PFO | 2338583 |
| PREMSELAAR, MARC KLEIN | SENIOR MANAGING DIRECTOR | 5395973 |
| SHANNON, TIMOTHY BRIAN | PRESIDENT | 4461906 |
| WALKER, BRADLEY JAY | SENIOR MANAGING DIRECTOR | 5000838 |
Red Flags
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