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DK

David J. Kasouf

CROWDSTREET CAPITAL
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 7040070
DK

Professional summary

David Jonathan Kasouf is a registered financial professional currently at CROWDSTREET CAPITAL LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2019. David has worked at 5 firms and has passed the Series 63, Series 7TO, SIE and Series 3 exams.

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 David Jonathan Kasouf'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

April 14, 2026 - Present

CROWDSTREET CAPITAL LLC

Office #1: 10 East 40th Street Suite 1020, New York, NY 10016
BD
CRD#: 312762
NEW YORK, NY
Past

December 19, 2023 - April 6, 2026

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
New York, NY
Past

February 2, 2023 - December 31, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
New York, NY
Past

July 23, 2021 - December 31, 2022

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

BD
CRD#: 154559
SALT LAKE CITY, UT
Past

January 23, 2019 - May 7, 2021

FORGE MARKETS LLC

BD
CRD#: 166555
San Francisco, CA

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
(4/14/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/11/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/24/2013
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CROWDSTREET CAPITAL LLC
CROWDSTREET CAPITAL LLC

CRD#: 312762 / SEC#: , 8-70724

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

Main Address
10 East 40th Street Suite 1020, New York, NY 10016
Mailing Address
10 East 40th Street Suite 1020, New York, NY 10016
Phone number
(888) 432-7693
Established
Delaware since 04/03/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
CROWDSTREET, INC.OWNER
BROWN, SCOTTFINOP6694802
HOWELL, KRISTEN LEIGHPRESIDENT
ROTH, STEPHANIE ANNECHIEF COMPLIANCE OFFICER5636965

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

CROWDSTREET CAPITAL LLC

CRD#: 312762New York, NY 10016

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