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BC

Brett H. Chereskin

DASTA FINANCIAL
New York, NY 10006
Some features on this profile are disabled
CRD#: 7757591
BC

Professional summary

Brett Harris Chereskin, who also goes by Brett Chereskin, is a registered financial professional currently at DASTA FINANCIAL, LLC located in New York, New York.

Brett is registered as a RR (Registered Representative) and started their career in finance in 2023. Brett has worked at 1 firm and has passed the Series 99TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brett Chereskin

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 Brett Harris Chereskin'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

September 19, 2023 - Present

DASTA FINANCIAL, LLC

Office #1: 101 Greenwich, Second Floor, Suite 504, New York, NY 10006
BD
CRD#: 316477
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 99TO
Date: 9/19/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 7/25/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DF
DASTA FINANCIAL, LLC
DASTA FINANCIAL, LLC | ECHOFI FINANCIAL LLC | DUB FINANCIAL, LLC

CRD#: 316477 / SEC#: , 8-70841

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

Main Address
101 Greenwich Street Second Floor, Suite 504, New York, NY 10006
Mailing Address
101 Greenwich Second Floor, Suite 504, New York, NY 10006
Phone number
(212) 574-1281
Established
Delaware since 10/21/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
DASTA INCORPORATEDOWNER
RAMIREZ, JUSTIN MATTHEWCCO-CEO4819041
RYAN, KIMBERLY ANNFINOP/PFO4316310

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

DASTA FINANCIAL, LLC

CRD#: 316477New York, NY 10006

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