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WG

Walter F. Grenda

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CRD#: 722911
WG

Professional summary


Walter Francis Grenda JR was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Walter is a previously registered financial advisor and started their career in finance in 1981. Prior to being barred, Walter had worked at 9 firms, which includes NEWEDGE SECURITIES LLC, WALL STREET FINANCIAL GROUP INC., SECURITIES AMERICA INC., OSAIC WEALTH INC., INTEGRATED RESOURCES EQUITY CORPORATION, WESTMORELAND CAPITAL CORPORATION, APPLE FINANCIAL CORPORATION, MORGAN STANLEY DW INC., FIRST JERSEY SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Walt Grenda | Walter F Grenda | Walter Francis Grenda

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 2, 2011 - July 25, 2013

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
BUFFALO, NY
Past

March 1, 2007 - March 10, 2011

WALL STREET FINANCIAL GROUP, INC.

RIA
CRD#: 35830
CHEEKTOWAGA, NY
Past

October 11, 2006 - March 10, 2011

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
CHEEKTOWAGA, NY
Past

March 8, 1990 - September 14, 2006

SECURITIES AMERICA, INC.

BD
CRD#: 10205
CHEEKTOWAGA, NY
Past

November 19, 1989 - March 15, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

December 17, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

May 16, 1985 - December 23, 1986

WESTMORELAND CAPITAL CORPORATION

BD
CRD#: 11469
Past

December 19, 1983 - May 1, 1985

APPLE FINANCIAL CORPORATION

BD
CRD#: 10375
Past

March 4, 1983 - January 30, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 19, 1981 - November 9, 1982

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 2/12/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NS
NEWEDGE SECURITIES, LLC
MID ATLANTIC CAPITAL CORPORATION | NEWEDGE SECURITIES, LLC | NEWEDGE SECURITIES, INC. | NEWEDGE SECURITIES LLC | MID ATLANTIC SECURITIES CORPORATION | MID ATLANTIC CAPITAL SECURITIES

CRD#: 10674 / SEC#: , 8-27663

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


Main Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-6368
Mailing Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-6368
Phone number
(412) 391-7077
Established
Pennsylvania since 12/14/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# 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#
NEWEDGE CAPITAL GROUP, LLCSHAREHOLDER
BANCO, JOSEPH FRANKLIN JRPRINCIPAL FINANCIAL OFFICER AND CFO2850198
CHAFFEE, HAROLD GERARDCHIEF COMPLIANCE OFFICER2905661
FONG, SARAH FVICE PRESIDENT2937709
JENKINS, WILLIAM HENRYMANAGING DIRECTOR - SUPERVISION3004337
SCHNIER, DAVID JASONGENERAL COUNSEL AND SECRETARY5110928
SESLER, JEAN ANNPRINCIPAL OPERATIONS OFFICER1809578
SMITH, KYLE PETERPRESIDENT2142563

Disclosures


Regulatory Event9
Civil Event2
Arbitration3

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


NEWEDGE SECURITIES, LLC

CRD#: 10674

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