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BF

Brian M. Fader

PENSERRA SECURITIES
New York, NY 10018
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CRD#: 709242
BF

Professional summary


Brian Martin Fader is a registered financial professional currently at PENSERRA SECURITIES, LLC located in New York, New York.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1980. Brian has worked at 13 firms and has passed the Series 63, SIE, Series 5, Series 7, Series 9, Series 10 and Series 8 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 Brian Martin Fader'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®
None

Experience


Current

October 4, 2017 - Present

PENSERRA SECURITIES, LLC

Office #1: 530 Seventh Ave Suite 2802, New York, NY 10018
BD
CRD#: 145994
New York, NY
Past

August 16, 2017 - September 25, 2017

CANTELLA & CO., INC.

BD
CRD#: 13905
HOUSTON, TX
Past

June 28, 2006 - August 19, 2015

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

March 26, 2001 - June 14, 2006

APS FINANCIAL CORPORATION

BD
CRD#: 10033
AUSTIN, TX
Past

May 22, 2000 - February 12, 2001

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
AUSTIN, TX
Past

March 23, 1999 - May 18, 2000

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

February 21, 1997 - February 4, 1999

SUNCOAST CAPITAL GROUP, LTD.

BD
CRD#: 31214
FT. LAUDERDALE, FL
Past

November 9, 1995 - February 26, 1997

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

BD
CRD#: 6950
MEMPHIS (SHELBY), TN
Past

June 14, 1994 - October 11, 1995

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301
HOUSTON, TX
Past

July 25, 1987 - June 7, 1994

MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19184
FORT LAUDERDALE, FL
Past

July 2, 1982 - June 7, 1994

MARCUS, STOWELL & BEYE, INC.

BD
CRD#: 7038
Past

March 10, 1982 - June 21, 1982

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

November 2, 1981 - February 12, 1982

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

June 2, 1980 - June 7, 1994

MARCUS, STOWELL & BEYE, INC.

BD
CRD#: 7038
FORT LAUDERDALE, FL

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
California
(10/4/2017)
RR
Connecticut
(10/4/2017)
RR
Florida
(10/4/2017)
RR
Illinois
(10/4/2017)
RR
Indiana
(3/5/2021)
RR
New York
(10/4/2017)
RR
Texas
(10/4/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 11/14/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/15/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/14/1999
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PS
PENSERRA SECURITIES, LLC
PENSERRA SECURITIES | PENSERRA SECURITIES, LLC

CRD#: 145994 / SEC#: , 8-67773

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Mailing Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Phone number
(646) 459-0581
Established
New York since 02/27/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PENSERRA FINANCIAL VENTURES LLCHOLDING COMPANY / MEMBER
CASTELLI, ANTHONY NMNCOO4409925
GEIGER, LEE WILSONFINOP1552293
JOSEPH, ELOIS L'KEKSHACCO5449352
MADRIGAL, JORGE NMNPRESIDENT & CEO / MEMBER3204950

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


PENSERRA SECURITIES, LLC

CRD#: 145994New York, NY 10018

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