IT
Ita Tannian
STAR MOUNTAIN ADVISORS
NEW YORK, NY 10017
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CRD#: 7402619
IT
Professional summary
Ita Tannian is a registered financial professional currently at STAR MOUNTAIN ADVISORS, LLC located in New York, New York.
Ita is registered as a RR (Registered Representative) and started their career in finance in 2022. Ita has worked at 1 firm and has passed the Series 82TO 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.
CRS (Client Relationship Summary) - BD
Click below to view Ita Tannian's 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®
NoneExperience
Current
February 3, 2022 - Present
STAR MOUNTAIN ADVISORS, LLC
Office #1: 2 Grand Central Tower 140 East 45th Street 30th Floor Suite 30a, New York, NY, 10017BD
CRD#: 153505
NEW YORK, NY
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 82TO
Date: 2/3/2022
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SM
STAR MOUNTAIN ADVISORS, LLC
CADWYN POINT PARTNERS LLC | STAR MOUNTAIN ADVISORS, LLC
CRD#: 153505 / SEC#: , 8-68541
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
2 Grand Central Tower 140 East 45th Street 30th Floor, Suite 30a, New York, NY, 10017
Mailing Address
2 Grand Central Tower 140 East 5th Street 30th Floor, Suite 30a, New York, NY, 10017
Phone number
(646) 787-0257
Established
Delaware since 10/12/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (13 States and Territories)
Documents
Red Flags
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