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SR

Stuart B. Rekant

CAROLINA FINANCIAL SECURITIES
BREVARD, NC 28712
CRD#: 8010601
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SR
Stuart Barry RekantCAROLINA FINANCIAL SECURITIES

Professional summary

Stuart Barry Rekant is a registered financial professional currently at CAROLINA FINANCIAL SECURITIES, LLC located in Brevard, North Carolina.

Stuart is registered as a RR (Registered Representative) and started their career in finance in 2026. Stuart has worked at 1 firm and has passed the Series 82TO and SIE exams.

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 Stuart Barry Rekant'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

January 28, 2026 - Present

CAROLINA FINANCIAL SECURITIES, LLC

Office #1: 100 Elks Club Rd., Brevard, NC 28712
BD
CRD#: 41970
BREVARD, NC

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: 1/28/2026
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 12/16/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CAROLINA FINANCIAL SECURITIES, LLC
CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970 / SEC#: , 8-49653

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

Main Address
100 Elks Club Rd., Brevard, NC 28712
Mailing Address
Po Box 1076, Brevard, NC 28712
Phone number
(828) 393-0088
Established
North Carolina since 08/09/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAROLINA FINANCIAL GROUP, LLCOWNER
MILHAUPT, PETER STUARTOWNER728310
BROYHILL INVESTMENTS, INC.OWNER
LYNCH, WILLIAM ALVINOWNER5853429
GILMORE, NICHOLAS CRAIGCOO-CFO AND FINOP5181593
ROBERTS, BRUCE VICTORPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER1489110

Disclosures

Regulatory Event5

Red Flags

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Company Information

CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970Brevard, NC 28712

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