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Sean Fagan

Sean Fagan

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CRD#: 6878451
Sean Fagan

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.

Sean Fagan was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 2018. Sean had worked at 6 firms and has passed the Series 66, Series 57TO, 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)


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

January 11, 2023 - March 9, 2023

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

August 12, 2022 - December 21, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
RICHMOND, VA
Past

August 12, 2022 - December 21, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
RICHMOND, VA
Past

July 8, 2021 - August 2, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

June 23, 2021 - August 1, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

November 8, 2019 - April 21, 2021

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

January 30, 2018 - October 22, 2019

EDWARD JONES

RIA
CRD#: 250
RICHMOND, VA
Past

January 6, 2018 - October 22, 2019

EDWARD JONES

BD
CRD#: 250
RICHMOND, VA

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
IAR
Series 66
Date: 1/29/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 12/19/2019
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
AVATAR SECURITIES, LLC
AVATAR SECURITIES, LLC

CRD#: 147763 / SEC#: , 8-67932

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


Main Address
148 Madison Ave 5th Floor, New York, NY 10016
Mailing Address
148 Madison Ave 5th Floor, New York, NY 10016
Phone number
(212) 217-2800
Established
Delaware since 05/14/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AVATAR TRADING GROUP, LLCHOLDING CO.
DEETER, MISHA BODHIMEMBER5132163
BROWSKI, ANDREW CHARLESCHIEF COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER5778834
HOLLAND, RAYMOND FCO-MANAGING MEMBER5509397
KATHWARI, OMAR FAROOQCO-MANAGING MEMBER5509343
SLOAN NOWAK, JACQUELINE LEEFINOP/PRINCIPAL FINANCIAL OFFICER2717305

Disclosures


Regulatory Event1

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


AVATAR SECURITIES, LLC

Financial AdvisorCRD#: 147763

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