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SM

Stuart R. Macliver

AMVEST CAPITAL SECURITIES LLC
NEW YORK, NY 10022
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CRD#: 6854666
SM

Professional summary


Stuart Rex Macliver is a registered financial professional currently at AMVEST CAPITAL SECURITIES LLC located in New York, New York.

Stuart is registered as a RR (Registered Representative) and started their career in finance in 2014. Stuart has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 79 and Series 24 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 Stuart Rex Macliver'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

July 8, 2025 - Present

AMVEST CAPITAL SECURITIES LLC

Office #1: 570 Lexington Avenue 37th Floor, New York, NY 10022
BD
CRD#: 329978
NEW YORK, NY
Past

May 3, 2023 - November 28, 2023

DELPHOS MMJ L.P.

BD
CRD#: 137389
NEW YORK, NY
Past

May 27, 2021 - December 14, 2022

FOUR POINTS CAPITAL PARTNERS LLC

BD
CRD#: 43149
NEW YORK, NY
Past

September 7, 2017 - May 21, 2021

DELPHOS MMJ L.P.

BD
CRD#: 137389
NEW YORK, NY
Past

October 21, 2014 - August 1, 2017

ECOBAN SECURITIES CORPORATION

BD
CRD#: 29112
NEW ROCHELLE, 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
(7/8/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/27/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 10/1/2025
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
AMVEST CAPITAL SECURITIES LLC
AMVEST CAPITAL SECURITIES LLC

CRD#: 329978 / SEC#: , 8-71218

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


Main Address
570 Lexington Avenue 37th Floor, New York, NY 10022
Mailing Address
570 Lexington Avenue 37th Floor, New York, NY 10022
Phone number
+1 (212) 970-1963
Established
Delaware since 01/12/2024
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#
AMVEST CAPITAL SECURITIES HOLDINGS INC.DIRECT OWNER
ALONSO MENDOZA, GABRIEL EMILIOCHIEF EXECUTIVE OFFICER, GSP5771610
BYRNE, JOHN MICHAEL JRCHIEF COMPLIANCE OFFICER1255284
OKEEFE, TRACIE ERINFINANCIAL AND OPERATIONS PRINCIPAL5924814
WIGAND, JENNIFERCHIEF OPERATING OFFICER, GSP5900477

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


AMVEST CAPITAL SECURITIES LLC

CRD#: 329978New York, NY 10022

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