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CM

Carlos D. Medina Centanni

ALANTRA
New York, NY 10022
Some features on this profile are disabled
CRD#: 6823056
CM

Professional summary


Carlos Daniel Medina Centanni is a registered financial professional currently at ALANTRA, LLC located in New York, New York.

Carlos is registered as a RR (Registered Representative) and started their career in finance in 2017. Carlos has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 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 Carlos Daniel Medina Centanni'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

February 27, 2025 - Present

ALANTRA, LLC

Office #1: 430 Park Avenue Floor 7, New York, NY 10022
BD
CRD#: 22095
New York, NY
Past

December 7, 2020 - August 16, 2024

BDO CAPITAL ADVISORS, LLC

BD
CRD#: 109679
BOSTON, MA
Past

August 20, 2019 - October 22, 2020

NEW CENTURY CAPITAL PARTNERS, INC.

BD
CRD#: 147071
SANTA MONICA, CA
Past

August 4, 2017 - April 13, 2018

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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
(2/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/23/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/8/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AL
ALANTRA, LLC
ALANTRA, LLC | DOWNER & COMPANY, LLC | DOWNER & COMPANY

CRD#: 22095 / SEC#: , 8-40465

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


Main Address
160 Federal Street Suite 1302, Boston, MA 02110
Mailing Address
160 Federal Street Suite 1302, Boston, MA 02110
Phone number
(617) 482-6200
Established
Massachusetts since 12/29/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ALANTRA U.S. CORPORATIONMEMBER
AUST, ROBERT WADEMANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER2569946
CHAN, STANLEY NMNCHIEF COMPLIANCE OFFICER4184811
ROSA, STACEY ANNFINOP, PFO, POO2761733

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


ALANTRA, LLC

CRD#: 22095New York, NY 10022

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