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Eli Procianoy

CGIS SECURITIES
MIAMI, FL
·CRD# 6830752·9 years experience

Professional Summary

Eli Procianoy is a registered financial advisor currently at CGIS SECURITIES LLC located in Miami, Florida. Eli is registered as a RR (Registered Representative) and started their career in finance in 2017. Eli has worked at 1 firm.

At a Glance

Best-Interest Standard

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

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

CGIS SECURITIES LLC·CRD# 155984
BD
990 Biscayne Blvd Suite 0-901, Miami, FL 33132
July 11, 2017 - Present

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Current Firm

CS
CGIS SECURITIES LLC

CGIS SECURITIES LLC

CRD#: 155984 / SEC#: 8-68758
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

990 Biscayne Blvd Suite 0-901, Miami, FL 33132

Mailing Address

990 Biscayne Blvd Suite 0-901, Miami, FL 33132

Phone Number

(305) 507-4544

Established

Delaware since 08/24/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (6 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CGIS HOLDINGS LLCOWNER/MANAGING MEMBER—
DAPENA, RIGOBERTO PCEO1457405
GILMAN, ROBERT CRAIGFINOP/CFO/PFO/POO1738412
RODRIGUEZ, JACQUELINECCO/AMLCO6324280

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eli Procianoy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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