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SF

Steven M. Frenkel

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CRD#: 722073
SF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Martin Frenkel, who also goes by Steven M Frenkel, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1981. Steven had worked at 21 firms and has passed the Series 63, Series 7, Series 15, Series 4, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven M Frenkel

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

September 6, 2006 - November 15, 2006

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

April 7, 2003 - October 30, 2003

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

March 23, 2001 - April 11, 2001

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

November 3, 1999 - February 23, 2001

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

March 1, 1999 - October 14, 1999

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

May 15, 1997 - October 29, 1998

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

June 11, 1996 - July 24, 1997

STUART STONE & CO., LLC

BD
CRD#: 18190
FLORHAM PARK, NJ
Past

November 23, 1993 - June 10, 1994

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

February 3, 1992 - April 1, 1992

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

March 13, 1991 - June 28, 1991

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ
Past

February 20, 1990 - May 29, 1990

LOMBARD SECURITIES CORP.

BD
CRD#: 13914
Past

July 14, 1987 - December 7, 1987

WELLMONT SECURITIES, L.P.

BD
CRD#: 19473
Past

December 9, 1986 - December 10, 1986

ALLIED CAPITAL GROUP, INC.

BD
CRD#: 13146
Past

December 9, 1986 - January 27, 1990

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

October 15, 1985 - January 7, 1986

EQUITABLE SECURITIES OF NEW YORK,INC.

BD
CRD#: 14583
Past

June 27, 1985 - October 21, 1985

HICKEY, KOBER, INCORPORATED

BD
CRD#: 10290
Past

March 11, 1985 - April 25, 1985

S. D. COHN & CO.

BD
CRD#: 735
Past

January 30, 1984 - February 15, 1984

MONVEST SECURITIES, INC.

BD
CRD#: 14013
Past

November 1, 1982 - February 1, 1984

SOUTHEAST SECURITIES OF FLORIDA, INC.

BD
CRD#: 5359
Past

September 23, 1982 - October 20, 1982

HAAS SECURITIES CORPORATION

BD
CRD#: 2104
Past

October 9, 1981 - September 29, 1983

J. W. WELLER & CO., INC.

BD
CRD#: 6106
Past

January 19, 1981 - November 5, 1981

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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
RR
Series 63
Date: 4/24/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 6/15/1989
Foreign Currency Options Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TL
THINKEQUITY LLC
FORDHAM FINANCIAL MANAGEMENT, INC. | THINKEQUITY LLC

CRD#: 20996 / SEC#: , 8-38622

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


Main Address
17 State Street 41st Floor, New York, NY, 10004
Mailing Address
17 State Street 41st Floor, New York, NY, 10004
Phone number
(212) 732-8500
Established
Delaware since 08/13/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
JAIGOBIND, RAMNARAIN JOSEPH JRCHIEF EXECUTIVE OFFICER, GENERAL PRINCIPAL2273469
FORDHAM HOLDING GROUP, INC.SHAREHOLDER
BAQUET, EDWARD MANUELOPTIONS PRINCIPAL4986983
BAQUET, WILLIAMGENERAL PRINCIPAL, PRESIDENT, DIRECTOR, SECRETARY, TREASURER, HEAD OF TRADING, NYSE GP, NYSE GS CHIEF OPERATING OFFICER1332676
BOYLE, BRUCECOMPLIANCE OFFICER, OPTIONS PRINCIPAL1796066
CHOUDHARY, CHIRAGHEAD OF EQUITY CAPITAL MARKETS AND INSTITUTIONAL SALES4534379
GIORDANO, CHARLES FRANCISMANAGING DIRECTOR, GENERAL PRINCIPAL2124257
HENDERSON, PHYLLIS ANNECHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, NYSE GP, NYSE GS1343053
HILDER, DAVID BRUCESUPERVISORY ANALYST, RESEARCH PRINCIPAL2178978
KRIM, ALAN MITCHELLCFO, FINOP, NYSE FI2785337
KUMAR, ASHOKMANAGING DIRECTOR, RESEARCH2374960
LORD, ERICHEAD OF INVESTMENT BANKING5232206
MANCUSO, PETER VINCENTMANAGING DIRECTOR, EQUITY TRADING, NYSE COMPLIANCE OFFICER, FLOOR SUPERVISOR2357435
MANGAN, KEVIN ROBERTMANAGING DIRECTOR, HEAD OF EQUITY SYNDICATE5365766
MOHAMMED, SABRINA JASMINEFINOP7151560
QUARTUCCIO, PHILIP PAULMANAGING DIRECTOR, HEAD OF GLOBAL TRADING2397864
ROTHBAUM, SCOTTSUPERVISOR - SALES5237026
SINGER, JEFFREY DAVIDHEAD OF DEBT CAPITAL MARKETS4829339
SKOP, CRAIG MICHAELS-24 SUPERVISOR - CORPORATE ACCESS2301924

Disclosures


Regulatory Event8
Arbitration2

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


THINKEQUITY LLC

CRD#: 20996

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