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JN

John H. Neely

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CRD#: 703423
JN

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.

John Hamlin Neely was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1980. John had worked at 6 firms and has passed the Series 63, Series 7, Series 8 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)


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

June 20, 2002 - January 8, 2014

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

November 3, 2000 - October 25, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

October 16, 2000 - October 24, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 31, 1998 - October 16, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

March 26, 1997 - August 31, 1998

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

April 30, 1986 - April 1, 1997

SCOTIA CAPITAL (USA) INC.

BD
CRD#: 2739
NEW YORK, NY
Past

January 19, 1980 - February 13, 1984

SALOMON BROTHERS INC.

BD
CRD#: 740

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
Series 63
Date: 7/30/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/19/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


R&
R.W.PRESSPRICH & CO.
E.J.R. SECURITIES GROUP, LTD. | R.W.PRESSPRICH & CO. | R. W. PRESSPRICH & CO., INC. | PRESSPRICH ADVISORY

CRD#: 26460 / SEC#: , 8-42547

New York
Registered Investment Advisory firm - SEC (1/31/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
445 Park Avenue Suite 16d, New York, NY 10022
Mailing Address
445 Park Avenue Suite 16d, New York, NY 10022
Phone number
(212) 832-6200
Established
Delaware since 02/12/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

FINRA licenses (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RAPPA, EDWARD JOSEPHCHAIRMAN (04/2009) AND CHIEF EXECUTIVE OFFICER (04/1990)371101
CALVO, JOSEPH ANTHONY JRDIRECTOR (01/2006), SENIOR MANAGING DIRECTOR (10/2018), PRESIDENT (04/2009) AND CHIEF OPERATING OFFICER (04/2009)1391692
CARROLL, JOHN EDWARD IIIDIRECTOR (06/2009), SENIOR MANAGING DIRECTOR (10/2018) AND CHIEF ADMINISTRATIVE OFFICER (10/2021)2134481
BURNS, TIMOTHY LEESENIOR MANAGING DIRECTOR (10/2018), DIRECTOR, AND, CCO (07/2022)36429
CAUMARTIN, RENAUDBOARD MEMBER3266876
CHEN, WAYNE HFINOP4779449

Disclosures


Regulatory Event4

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


R.W.PRESSPRICH & CO.

CRD#: 26460

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