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Eli Procianoy

CGIS SECURITIES LLC
MIAMI, FL 33132
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CRD#: 6830752
EP

Professional summary


Eli Procianoy is a registered financial professional 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 .

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 Eli Procianoy's CRS (Customer Relationship Summary).
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

July 11, 2017 - Present

CGIS SECURITIES LLC

Office #1: 990 Biscayne Blvd Suite 0-901, Miami, FL 33132
BD
CRD#: 155984
MIAMI, FL

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


SRO Registrations
RR
FINRA

Current Firm


CS
CGIS SECURITIES LLC
CGIS SECURITIES LLC

CRD#: 155984 / SEC#: , 8-68758

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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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
# of Employees

FINRA licenses (6 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#
CGIS HOLDINGS LLCOWNER/MANAGING MEMBER
DAPENA, RIGOBERTO PCEO1457405
GILMAN, ROBERT CRAIGFINOP/CFO/PFO/POO1738412
RODRIGUEZ, JACQUELINECCO/AMLCO6324280

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


CGIS SECURITIES LLC

CRD#: 155984Miami, FL 33132

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