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AT

Alec M. Tzaneteas

DRIVEWEALTH INSTITUTIONAL LLC
New York, NY 10005
Some features on this profile are disabled
CRD#: 6983736
AT

Professional summary


Alec Michael Tzaneteas is a registered financial professional currently at DRIVEWEALTH INSTITUTIONAL LLC located in New York, New York and DRIVEWEALTH, LLC located in New York, New York.

Alec is registered as a RR (Registered Representative) and started their career in finance in 2018. Alec has worked at 2 firms and has passed the Series 7TO, SIE, Series 14 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 Alec Michael Tzaneteas'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 9, 2018 - Present

DRIVEWEALTH INSTITUTIONAL LLC

Office #1: 28 Liberty Street 50th Floor, New York, NY 10005
BD
CRD#: 33038
New York, NY
Current

January 19, 2022 - Present

DRIVEWEALTH, LLC

Office #1: 28 Liberty Street 50th Floor, New York, NY, 10005
BD
CRD#: 165429
New York, NY

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


General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2019
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/31/2021
General Securities Principal Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


DL
DRIVEWEALTH, LLC
DRIVEWEALTH, LLC | MYSOLOMEO, LLC

CRD#: 165429 / SEC#: , 8-69161

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


Main Address
28 Liberty Street 50th Floor, New York, NY 10005
Mailing Address
28 Liberty Street 50th Floor, New York, NY 10005
Phone number
(973) 559-6750
Established
New Jersey since 05/24/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
DRIVEWEALTH HOLDINGS, INC.SOLE MEMBER
BLANGIARDO, ALESSIOFINANCIAL & OPERATIONS PRINCIPAL5600541
ILARIO, ANTHONYCOO2262100
LAMKE, JAMES DANIELCHIEF COMPLIANCE OFFICER1418047
PALAPARTHI, VENU MADHAVCHIEF EXECUTIVE OFFICER2437777
POND, ERICROSFP6069469
QUINONES, VINCENT JOSEPHHEAD OF EXECUTION SERVICES4308610

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


DRIVEWEALTH, LLC

CRD#: 165429New York, NY 10005

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