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Gustavo A. Gala

MONNESS CRESPI HARDT & CO.
New York, NY 10017-2047
Some features on this profile are disabled
CRD#: 7163048
GG

Professional summary


Gustavo A Gala, who also goes by Gustavo Andre Gala, is a registered financial professional currently at MONNESS CRESPI HARDT & CO., INC. located in New York, New York.

Gustavo is registered as a RR (Registered Representative) and started their career in finance in 2019. Gustavo has worked at 3 firms and has passed the Series 63, Series 7TO, Series 86, Series 87 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gustavo Andre Gala

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 Gustavo A Gala'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 12, 2023 - Present

MONNESS CRESPI HARDT & CO., INC.

Office #1: 767 Third Avenue, New York, NY 10017-2047
BD
CRD#: 7424
New York, NY
Past

July 19, 2021 - July 7, 2023

TRUIST SECURITIES, INC.

BD
CRD#: 6271
SAN FRANCISCO, CA
Past

December 23, 2019 - July 7, 2021

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, 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
California
(7/13/2023)
RR
Connecticut
(7/13/2023)
RR
Florida
(8/7/2023)
RR
Georgia
(8/7/2023)
RR
Illinois
(9/8/2023)
RR
Massachusetts
(7/13/2023)
RR
Minnesota
(7/14/2023)
RR
New Jersey
(7/13/2023)
RR
New York
(8/7/2023)
RR
Ohio
(7/13/2023)
RR
South Carolina
(7/17/2023)
RR
Wisconsin
(7/17/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 11/23/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/19/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MC
MONNESS CRESPI HARDT & CO., INC.
MONNESS CRESPI HARDT & CO., INC. | MONNESS, WILLIAMS, CRESPI & CO., INC.

CRD#: 7424 / SEC#: , 8-21380

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


Main Address
767 Third Avenue, New York, NY 10017-2047
Mailing Address
767 Third Avenue, New York, NY 10017-2047
Phone number
(212) 838-7575
Established
New York since 11/01/1996
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 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#
CRESPI, NEIL STEVENPRESIDENT/ (CEO-EQUIVALENT)857348
MONNESS, ANDREW JAMESCHAIRMAN/FINOP338145
BLANCO, WILLIAM JOHNVICE PRESIDENT/FINOP2759359
FERGUSON-MORAN, KAREN ANNCCO4669988

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


MONNESS CRESPI HARDT & CO., INC.

CRD#: 7424New York, NY 10017-2047

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