AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BS

Bharat Sahgal

MADISON GLOBAL PARTNERS LLC
Hauppauge, NY 11788
Some features on this profile are disabled
CRD#: 808137
BS

Professional summary


Bharat Sahgal, who also goes by Barry Sahgal, is a registered financial professional currently at MADISON GLOBAL PARTNERS LLC located in Hauppauge, New York.

Bharat is registered as a RR (Registered Representative) and started their career in finance in 1975. Bharat has worked at 6 firms and has passed the Series 63, SIE, Series 16, PC, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barry Sahgal

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 Bharat Sahgal'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

November 28, 2017 - Present

MADISON GLOBAL PARTNERS LLC

Office #1: 350 Vanderbilt Motor Parkway Suite 205, Hauppauge, NY 11788Office #2: 350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
BD
CRD#: 285406
Hauppauge, NY
Past

November 19, 2004 - October 19, 2015

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

October 22, 1999 - November 22, 2004

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
NEW YORK, NY
Past

February 16, 1983 - November 15, 1999

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

December 22, 1978 - February 25, 1983

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 22, 1975 - October 19, 1978

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908

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
California
(2/8/2018)
RR
New York
(2/5/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 1/30/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 11/28/1990
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
PC
Date: 9/26/1986
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MG
MADISON GLOBAL PARTNERS LLC
MADISON GLOBAL PARTNERS LLC

CRD#: 285406 / SEC#: , 8-69839

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
Mailing Address
350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
Phone number
(631) 240-4155
Established
New York since 09/28/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 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#
MADISON III, LLCDIRECT OWNER
GERDES, ANTON JOSEPH JRCEO/CCO/AMLCO1010083
KAPLAN, DAVID STANLEYMANAGING PARTNER1176065
PETERS, ROBERT WILLIAMFINOP1704577

Disclosures


Regulatory Event2

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


MADISON GLOBAL PARTNERS LLC

CRD#: 285406Hauppauge, NY 11788

TRUST BUT VERIFY

Monitor Bharat Sahgal

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, NY
GH
Gregory HarrisAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Farmingdale, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics