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Mitchell J. Bayer

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CRD#: 730120
MB

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.

Mitchell Jay Bayer was a registered financial professional .

Mitchell is a previously registered financial professional and started their career in finance in 1981. Mitchell had worked at 9 firms and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 3, Series 16, Series 10, Series 9, Series 4, Series 27, Series 53 and Series 24 exams.

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

March 25, 2010 - May 24, 2022

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

January 26, 2009 - March 30, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NEW YORK, NY
Past

October 22, 2001 - January 26, 2009

HCFP BRENNER SECURITIES, LLC

BD
CRD#: 46003
NEW YORK, NY
Past

July 6, 1999 - March 16, 2001

SAGE CAPITAL LLC

BD
CRD#: 44963
NEW YORK, NY
Past

March 9, 1998 - November 1, 2001

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 23, 1987 - October 5, 1987

GSA EQUITY, INC.

BD
CRD#: 4449
Past

June 4, 1987 - March 15, 1998

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

December 6, 1984 - May 20, 1987

BALFOUR INVESTORS INC.

BD
CRD#: 7382
Past

May 19, 1981 - September 20, 1983

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659

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: 9/2/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 5/16/1981
NYSE Supervisory Analyst Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JD
J.H. DARBIE & CO., INC.
J.H. DARBIE & CO., INC. | J.H. DARBIE ADVISORY

CRD#: 43520 / SEC#: , 8-50335

Arizona
Registered Investment Advisory firm - SEC (7/3/2024 Approved)
New Jersey
Registered Investment Advisory firm - SEC (1/7/2008 Approved)
New York
Registered Investment Advisory firm - SEC (1/7/2008 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
48 Wall St., Suite 1206. Suite 1206, New York, NY 10005
Mailing Address
48 Wall St., Suite 1206. C/o Robert Rabinowitz, New York, NY 10005
Phone number
(212) 269-7271
Established
New York since 06/03/1997
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
5

FINRA licenses (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RABINOWITZ, ROBERT YPRES, GSP2821450
ANDERSON, ERIK JASONCHIEF COMPLIANCE OFFICER2686661
MATSIS, MICHAEL AAMLCO1455158
NAVEED, HASNAINFINOP, POO, PFO7004810
0

Disclosures


Regulatory Event10
Civil Event1
Arbitration1

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


J.H. DARBIE & CO., INC.

CRD#: 43520

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