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SP

Samuel V. Puccio

CANTOR FITZGERALD & CO.
Jericho, NY 11753
Some features on this profile are disabled
CRD#: 7712576
SP

Professional summary


Samuel Vincent Puccio is a registered financial professional currently at CANTOR FITZGERALD & CO. located in Jericho, New York and CF SECURED, LLC located in Jericho, New York.

Samuel is registered as a RR (Registered Representative) and started their career in finance in 2023. Samuel has worked at 2 firms and has passed the Series 63, Series 57TO, Series 7TO and SIE 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) - BD


Click below to view Samuel Vincent Puccio'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, 2023 - Present

CANTOR FITZGERALD & CO.

Office #1: 1 Jericho Plaza 2nd Floor, Jericho, NY 11753
BD
CRD#: 134
Jericho, NY
Current

October 18, 2024 - Present

CF SECURED, LLC

Office #1: 1 Jericho Plaza 2nd Floor, Jericho, NY 11753
BD
CRD#: 285841
Jericho, 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
Illinois
(10/6/2025)
RR
New York
(9/14/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/14/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 6/26/2024
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2023
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CS
CF SECURED, LLC
CANTOR FITZGERALD SECURED, LLC | CF SECURED, LLC | CANTOR PRIME SERVICES

CRD#: 285841 / SEC#: , 8-69863

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


Main Address
110 East 59th Street 4th Floor, New York, NY 10022
Mailing Address
110 East 59th Street 4th Floor, New York, NY 10022
Phone number
(212) 915-1000
Established
Delaware since 09/16/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 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#
CF SECURED HOLDINGS, LLCSOLE MEMBER
ANZALONE, THOMAS JOSEPHCHIEF OPERATIONS OFFICER/PRINCIPAL OPERATIONS OFFICER1161513
BANDELIER, PASCAL DANIELCO-CHIEF EXECUTIVE OFFIER/GLOBAL HEAD OF EQUITIES4424051
SALINAS, DANNYCHIEF FINANCIAL OFFICER6184109
SHIELDS, WILLIAM MICHAELCHIEF COMPLIANCE OFFICER2380166
WALL, CHRISTIAN DOUGLASCO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF FIXED INCOME2751397

Disclosures


Regulatory Event1

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


CF SECURED, LLC

CRD#: 285841Jericho, NY 11753

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