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JT

Joseph J. Troiano

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CRD#: 731170
JT

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.

Joseph James Troiano, who also goes by Joe Troiano, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1981. Joseph had worked at 22 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Troiano

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

December 8, 1993 - January 3, 1994

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

April 15, 1993 - December 14, 1993

M. RIMSON & CO., INC.

BD
CRD#: 5250
NEW YORK, NY
Past

April 23, 1992 - April 23, 1993

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

January 2, 1992 - May 4, 1992

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

July 31, 1991 - December 22, 1993

CASTLE SECURITIES CORP.

BD
CRD#: 16077
FREEPORT, NY
Past

June 6, 1991 - August 6, 1991

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021
Past

September 11, 1990 - December 7, 1990

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
DENVER, CO
Past

November 15, 1989 - October 19, 1990

FIRST FIDELITY CAPITAL CORP.

BD
CRD#: 17967
Past

August 9, 1989 - October 28, 1989

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913
Past

March 28, 1989 - July 20, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

February 2, 1989 - August 26, 1989

J F LOWE & COMPANY INCORPORATED

BD
CRD#: 11830
Past

December 20, 1988 - February 24, 1989

BAILEY, MARTIN & APPEL, INC.

BD
CRD#: 15833
Past

November 16, 1988 - December 13, 1988

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

October 4, 1988 - November 26, 1988

EQUITIES INTERNATIONAL SECURITIES, INC.

BD
CRD#: 8663
Past

October 7, 1985 - May 25, 1989

MIKAL & COMPANY, INC.

BD
CRD#: 13463
Past

September 10, 1985 - September 20, 1985

M. RIMSON & CO., INC.

BD
CRD#: 5250
Past

February 21, 1985 - January 28, 1986

WEAVER JOHNSON & COMPANY,INC.

BD
CRD#: 14442
Past

February 1, 1985 - June 12, 1985

CITIWIDE SECURITIES CORP.

BD
CRD#: 10707
Past

November 28, 1984 - January 14, 1986

BUCKINGHAM SECURITIES, LTD.

BD
CRD#: 10570
Past

February 25, 1984 - November 30, 1984

KANAN SECURITIES, INC.

BD
CRD#: 13698
Past

September 29, 1983 - February 2, 1984

SOUTHEAST SECURITIES OF FLORIDA, INC.

BD
CRD#: 5359
Past

November 25, 1981 - October 4, 1983

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

May 18, 1981 - November 5, 1981

BROOKS, HAMBURGER, SATNICK, INC.

BD
CRD#: 7886

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


General Industry/Product Exam
RR
Series 7
Date: 5/16/1981
General Securities Representative Examination

Current Firm


FM
FIRST MONTAUK SECURITIES CORP.
ADVANCED INVESTMENT | WEALTH MANAGEMENT DESIGN | WASHINGTON ASSET MANAGEMENT | VENTURE WEALTH MANAGEMENT | VC MANAGEMENT | UNION ADVANTAGE FINANCIAL | THE LARAWAY FINANCIAL GROUP | THE CARDINAL HILL GROUP | SHARMA CAPITAL | SCHREIBER INVESTMENT COMPANY | ROME CAPITAL MANAGEMENT | QUIGLEY TAX ADVISORY GROUP | PHG ASSET MANAGEMENT & DEVELOPMENT | PERSONAL INVESTMENT CENTERS | MONTAUK FINANCIAL GROUP | MOFIELD & ASSOC. | MILLER AND CHRISTIAN ASSET MANAGEMENT | MFG/BOGGS,BUSTAMANTE,BELMONTE FINANCIAL GROUP | MCM CONSULTING & MANAGEMENT SERFICES | LYL INVESTMENTS | KAROON CAPITAL MANAGEMENT | INVESTMENT ASSET MANAGEMENT | HUNT ASSET MANAGEMENT | HORIZON WEALTH SOLUTIONS | HAMPTON CAPITAL MANAGEMENT | GROTJAHN CAPITAL MANAGEMENT | FORTRESS WEALTH MANAGEMENT | FIRST MONTAUK SECURITIES CORP. | EVYAVAN ADVISORY SERVICES | CENTURY DISCOUNT INVESTMENTS | CAPITAL ESTATE ADVISORS | C & B FINANCIAL SVCS. | BUSINESS AND FINANCIAL SERVICES | BURTON CAPITAL STRATEGIES GROUP | BURNS ASSET MANAGEMENT | BONIELLO CAPITAL MANAGEMENT | BERRY ASSET MANAGEMENT | BELLI MONACO | BAUGHMAN FINANCIAL GROUP | BARRETT HAYNES FINANCIAL GROUP | BARREIRO AND ASSOCIATES | B & G CAPITAL MANAGEMENT | ASSET MANAGEMENT CONSULTANT | AMERICAN CAPITAL MANAGEMENT

CRD#: 13755 / SEC#: , 8-29748

BD
Terminated by SEC on 02/21/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/11/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST MONTAUK FINANCIAL CORP.CORPORATE PARENT AND SOLE STOCKHOLDER
HOROWITZ, MINDY ANNCHIEF FINANCIAL OFFICER/FINOP3036744
KURYLAK, VICTOR KEVINPRESIDENT, CHIEF EXECUTIVE OFFICER1664534
LEONARD, CELESTE MARIECHIEF COMPLIANCE OFFICER1258535

Disclosures


Regulatory Event25
Arbitration28
Bond5

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


FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

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