JE
Jeffrey L. Edelman
M.D. SASS SECURITIES, L.L.C.
New York, NY 10036
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CRD#: 7053258
JE
Professional summary
Jeffrey Lee Edelman is a registered financial professional currently at M.D. SASS SECURITIES, L.L.C. located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2019. Jeffrey has worked at 1 firm and has passed the Series 27 exam.
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.
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Lee Edelman'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®
NoneExperience
Current
March 1, 2019 - Present
M.D. SASS SECURITIES, L.L.C.
Office #1: 55 West 46th Street, Suite 2801, New York, NY 10036Office #2: 55 West 46th Street Suite 2801, New York, NY 10036-2699BD
CRD#: 139760
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
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MS
M.D. SASS SECURITIES, L.L.C.
M.D. SASS SECURITIES, L.L.C.
CRD#: 139760 / SEC#: , 8-67246
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
55 West 46th Street Suite 2801, New York, NY 10036-2699
Mailing Address
55 West 46th Street Suite 2801, New York, NY 10036-2699
Phone number
(212) 843-8980
Established
Delaware since 09/23/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (16 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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