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Frank D. Gruttadauria

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CRD#: 720736
FG

Professional summary


Frank Dominic Gruttadauria was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Frank is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Frank had worked at 8 firms, which includes LEHMAN BROTHERS INC., COWEN AND COMPANY, FINANCIAL SQUARE PARTNERS, HAMBRECHT & QUIST LLC, L. F. ROTHSCHILD & CO. INCORPORATED, CAMELOT SECURITIES INC., CIBC WORLD MARKETS CORP., MORGAN STANLEY DW INC..

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 10, 2000 - February 21, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 1, 1998 - October 19, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 12, 1989 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

December 2, 1987 - May 22, 1989

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

January 12, 1984 - December 7, 1987

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

August 4, 1983 - January 17, 1984

CAMELOT SECURITIES, INC.

BD
CRD#: 13271
Past

September 8, 1982 - August 1, 1983

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

December 29, 1980 - September 27, 1982

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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


State Security Law Exam
IAR
Series 65
Date: 2/29/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/18/1988
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


LB
LEHMAN BROTHERS INC.
LEHMAN BROTHERS | SHEARSON/AMERICAN EXPRESS INC. | SHEARSON LOEB RHOADES INC. | SHEARSON LEHMAN/AMERICAN EXPRESS INC. | SHEARSON LEHMAN HUTTON INC. | SHEARSON LEHMAN BROTHERS INC. | LEHMAN BROTHERS, INC. | LEHMAN BROTHERS MARKET MAKERS | LEHMAN BROTHERS INC.

CRD#: 7506 / SEC#: , 8-12324

BD
Cancelled by SEC on 12/07/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/21/1965
Firm type
Corporation
Fiscal year end
November
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEHMAN BROTHERS HOLDINGS INC.SOLE SHAREHOLDER
CLARK, HOWARD LONGSTRETH JRDIRECTOR47587
CRUIKSHANK, THOMAS HENRYDIRECTOR4708135
FREIDHEIM, SCOTT JONCO-CHIEF ADMINISTRATIVE OFFICER1766230
FULD, RICHARD SEVERIN JRDIRECTOR/CHAIRMAN AND CEO215527
LOWITT, IAN THEOCO-CHIEF ADMINISTRATIVE OFFICER4210205
MCDADE III, HERBERT H.PRESIDENT AND CHIEF OPERATING OFFICER1185218
RUSSO, THOMAS ANTHONYCHIEF LEGAL OFFICER3188169

Disclosures


Regulatory Event359
Civil Event1
Arbitration527

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


LEHMAN BROTHERS INC.

CRD#: 7506

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