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JW

Joshua M. Weinberg

CHATHAM FINANCIAL SECURITIES
New York, NY 10001
CRD#: 7947920
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JW
Joshua Max WeinbergCHATHAM FINANCIAL SECURITIES

Professional summary

Joshua Max Weinberg, who also goes by Josh Weinberg, is a registered financial professional currently at CHATHAM FINANCIAL SECURITIES LLC located in New York, New York.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2024. Joshua has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Josh Weinberg

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 Joshua Max Weinberg'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®
None

Experience

Current

August 8, 2024 - Present

CHATHAM FINANCIAL SECURITIES LLC

Office #1: 515 West 33rd Street 67th Floor, New York, NY 10001
BD
CRD#: 118818
New York, 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
New York
(9/21/2024)
RR
Pennsylvania
(9/21/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/20/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/7/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CHATHAM FINANCIAL SECURITIES LLC
CHATHAM FINANCIAL SECURITIES LLC | HOWLAND SECURITIES LLC | ENABLE CAPITAL, LLC | EA MARKETS SECURITIES LLC

CRD#: 118818 / SEC#: , 8-53722

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

Main Address
515 West 33rd Street 67th Floor, New York, NY 10001
Mailing Address
515 West 33rd Street 67th Floor, New York, NY 10001
Phone number
(646) 470-6587
Established
California since 03/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CHATHAM FINANCIAL EA HOLDINGS, LLCSOLE MEMBER
DANIELS, REUBEN SKYCEO2493301
HOBAN, JOSEPH MICHAELCFO & CCO5109631

Red Flags

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Company Information

CHATHAM FINANCIAL SECURITIES LLC

CRD#: 118818New York, NY 10001

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