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GB

Gil S. Bensasson

EXOS SECURITIES LLC
NEW YORK, NY 10001
Some features on this profile are disabled
CRD#: 7305080
GB

Professional summary

Gil Shai Bensasson, who also goes by Gil Bensasson, is a registered financial professional currently at EXOS SECURITIES LLC located in New York, New York.

Gil is registered as a RR (Registered Representative) and started their career in finance in 2021. Gil has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gil Bensasson

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) - BD

Click below to view Gil Shai Bensasson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 21, 2022 - Present

EXOS SECURITIES LLC

Office #1: 35 W 35th Street Fifth Floor, New York, NY 10001
BD
CRD#: 298276
NEW YORK, NY
Past

October 18, 2021 - July 31, 2022

KATALYST SECURITIES LLC

BD
CRD#: 112494
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(3/6/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/20/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EXOS SECURITIES LLC
EXOS SECURITIES LLC

CRD#: 298276 / SEC#: , 8-70182

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

Main Address
35 W 35th Street Fifth Floor, New York, NY 10001
Mailing Address
35 W 35th Street Fifth Floor, New York, NY 10001
Phone number
(646) 814-0996
Established
Delaware since 03/29/2018
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (12 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#
EXOS FINANCIAL LLCSHAREHOLDER
DOUGAN, BRADY WILLIAMCHIEF EXECUTIVE OFFICER2423049
FORSTL, MICHAELCHIEF COMPLIANCE OFFICER1430325
RIP, OLGAFINOP5440553

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

EXOS SECURITIES LLC

CRD#: 298276New York, NY 10001

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