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CP

Chase A. Page

WHITEHALL CAPITAL MARKETS
Miami Beach, FL
Some features on this profile are disabled
CRD#: 7382291
CP

Professional summary

Chase Andrew Page is a registered financial professional currently at WHITEHALL CAPITAL MARKETS LLC located in Miami Beach, Florida.

Chase is registered as a RR (Registered Representative) and started their career in finance in 2021. Chase has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

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) - BD

Click below to view Chase Andrew Page'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

October 2, 2021 - Present

WHITEHALL CAPITAL MARKETS LLC

BD
CRD#: 158885
Miami Beach, FL

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
(9/12/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 9/10/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/28/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WC
WHITEHALL CAPITAL MARKETS LLC
WHITEHALL CAPITAL MARKETS LLC

CRD#: 158885 / SEC#: , 8-68936

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

Main Address
One World Trade Center 84th Floor, New York, NY 10007
Mailing Address
One World Trade Center 84th Floor, New York, NY 10007
Phone number
(212) 205-1399
Established
Delaware since 05/12/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WHITEHALL & COMPANY LLCSOLE MEMBER
CODY, JONATHAN PETERMANAGING DIRECTOR, CFO4405357
EFREM, KATHY KHATINAFINOP3248100
PAGE, TIMOTHY ANDREWMANAGING DIRECTOR, CCO2998752

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

WHITEHALL CAPITAL MARKETS LLC

CRD#: 158885Miami Beach, FL

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