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JM

James R. Messing

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CRD#: 813141
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Richard Messing, who also goes by James R Messing, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1975. James had worked at 17 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James R Messing

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 11, 2016 - July 21, 2016

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
NEW YORK, NY
Past

October 29, 2007 - February 21, 2014

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NEW YORK, NY
Past

July 29, 2005 - October 13, 2006

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

July 12, 2004 - October 22, 2007

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

March 15, 2004 - June 21, 2004

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
LOS ANGELES, CA
Past

April 4, 2003 - April 8, 2004

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

January 2, 2003 - February 10, 2003

RED-HORSE SECURITIES, LLC

BD
CRD#: 104169
BRIDGEWATER, NJ
Past

August 2, 2002 - December 31, 2002

RED-HORSE SECURITIES, LLC

BD
CRD#: 104169
BRIDGEWATER, NJ
Past

September 26, 2001 - August 5, 2002

REDWOOD BROKERAGE LLC

BD
CRD#: 39416
NEW YORK, NY
Past

July 2, 2001 - September 25, 2001

NATIVE NATIONS SECURITIES, INC.

BD
CRD#: 334
JERSEY CITY, NJ
Past

October 4, 2000 - April 18, 2001

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

October 6, 1998 - January 28, 1999

ORMES CAPITAL MARKETS, INC.

BD
CRD#: 32351
NEW YORK, NY
Past

October 21, 1996 - July 16, 1998

SAGE SECURITIES CORP.

BD
CRD#: 41354
GREAT NECK, NY
Past

May 1, 1995 - September 19, 1995

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

March 18, 1993 - May 3, 1995

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

June 6, 1991 - January 20, 1993

NIKKO ALTERNATIVE ASSET MANAGEMENT, INC.

BD
CRD#: 824
NEW YORK, NY
Past

December 27, 1977 - December 12, 1990

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

October 1, 1975 - November 10, 1977

SALOMON BROTHERS INC.

BD
CRD#: 740

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


State Security Law Exam
RR
Series 63
Date: 12/19/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/17/1996
General Securities Principal Examination

Current Firm


AS
ACADEMY SECURITIES, INC.
ACADEMY ASSET MANAGEMENT | STERLING INVESTMENT SERVICES, INC. | LASALLE BROKERAGE SERVICES, INC. | ACADEMY SECURITIES, INC.

CRD#: 17433 / SEC#: , 8-35173

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


Main Address
622 3rd Avenue 12th Floor, New York, NY 10017
Mailing Address
622 3rd Avenue 12th Floor, New York, NY 10017
Phone number
(646) 736-3995
Established
Delaware since 11/07/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MIMS, RONALD CHANCECHAIRMAN, CEO5637540
GRAHAM, ANTHONY RFINOP4959159
GRAHAM, ANTHONY RPRINCIPAL OPERATIONS OFFICER4959159
GRAHAM, ANTHONY RPRINCIPAL FINANCIAL OFFICER4959159
GRAHAM, ANTHONY RCOO4959159
MCCONKEY, PHILIP JOSEPHVICE CHAIRMAN3253139
WILCOX, SPENCER HAMILTONPRESIDENT5802885
BOYD, MICHAEL BARTOWCHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL,REGISTERED OPTIONS PRINCIPAL, AML OFFICER2557814

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


ACADEMY SECURITIES, INC.

CRD#: 17433

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