SB
Stephen A. Bolton
BIDS TRADING L.P.
New York, NY 10006
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CRD#: 7201776
SB
Professional summary
Stephen Anthony Bolton is a registered financial professional currently at BIDS TRADING L.P. located in New York, New York.
Stephen is registered as a RR (Registered Representative) and started their career in finance in 2025. Stephen 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 Stephen Anthony Bolton'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
July 7, 2025 - Present
BIDS TRADING L.P.
Office #1: One Liberty Plaza 165 Broadway 23rd Floor, New York, NY, 10006BD
CRD#: 141296
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
BT
BIDS TRADING L.P.
BIDS TRADING L.P.
CRD#: 141296 / SEC#: , 8-67376
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
One Liberty Plaza 165 Broadway 23rd Floor, New York, NY, 10006
Mailing Address
One Liberty Plaza 165 Broadway 23rd Floor, New York, NY, 10006
Phone number
(212) 618-2060
Established
Delaware since 06/14/2006
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (1 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BIDS HOLDINGS L.P. | SOLE LIMITED PARTNER | |
| BERTE, STEPHEN | PRESIDENT | 6813438 |
| BIDS HOLDINGS GP LLC | GENERAL PARTNER | |
| BOLTON, STEPHEN ANTHONY | PRINCIPAL FINANCIAL OFFICER | 7201776 |
| LAZO, THEODORE RICHARD | CHIEF LEGAL OFFICER | 7215911 |
| SARHAN, ADEL | CHIEF OPERATING OFFICER | 5354052 |
| SMITH, BRIAN | CHIEF COMPLIANCE OFFICER | 2866603 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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