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AG

Alec C. Glassman

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CRD#: 6818981
AG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alec Cohen Glassman, who also goes by Alec Glassman, was a registered financial professional .

Alec is a previously registered financial professional and started their career in finance in 2017. Alec had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alec Glassman

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 30, 2022 - July 15, 2024

CARVER EDISON CAPITAL, LLC

BD
CRD#: 315151
NEW YORK, NY
Past

June 21, 2022 - July 15, 2024

FIRST LIBERTIES FINANCIAL

BD
CRD#: 14432
TAMPA, FL
Past

March 16, 2018 - August 11, 2020

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

August 21, 2017 - July 9, 2018

BNP PARIBAS PRIME BROKERAGE, INC.

BD
CRD#: 24962
NEW YORK, NY
Past

August 9, 2017 - August 24, 2017

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY

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


State Security Law Exam
RR
Series 63
Date: 8/18/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CE
CARVER EDISON CAPITAL, LLC
CARVER EDISON CAPITAL, LLC

CRD#: 315151 / SEC#: , 8-70734

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


Main Address
14 Wall Street #5d, New York, NY 10005
Mailing Address
14 Wall Street #5d, New York, NY 10005
Phone number
(917) 716-4562
Established
Delaware since 05/21/2021
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CARVER EDISON, INC.MEMBER
BERGMAN, HILARY GUYCHIEF COMPLIANCE OFFICER1834738
MEYERS, CHRISTOPHER M JRFINOP6122487
SHAPIRO, AARON JOSEPHCEO6886115

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


CARVER EDISON CAPITAL, LLC

CRD#: 315151

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