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Jay S. Silverberg

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CRD#: 815167
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Professional summary


Jay Steven Silverberg was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jay is a previously registered financial professional and started their career in finance in 1975. Prior to being barred, Jay had worked at 6 firms, which includes ROUND HILL SECURITIES INC., M.L. STERN & CO. LLC., SUTRO & CO. INCORPORATED, UBS FINANCIAL SERVICES INC., LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Silverberg

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

April 8, 1999 - February 22, 2001

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

January 31, 1999 - March 23, 1999

M.L. STERN & CO., LLC.

BD
CRD#: 8327
BEVERLY HILLS, CA
Past

October 5, 1995 - January 6, 1999

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

January 22, 1990 - September 22, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 15, 1988 - February 12, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 20, 1975 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
PC
Date: 8/31/1977
AMEX Put and Call Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/1/1990
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


RH
ROUND HILL SECURITIES, INC.
ROUND HILL SECURITIES, INC. | WALL STREET FINANCIAL SERVICES

CRD#: 35223 / SEC#: , 8-46591

BD
Terminated by SEC on 08/22/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/29/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROUND HILL HOLDINGS, INC.OWNER
ANTONIADES, ADAM NICHOLASPRESIDENT/CEO/DIRECTOR2261744
DORN, DIANA GAYLESVP, CROP, CHIEF COMPLIANCE OFFICER1088981
EMFINGER, TERRY LEWISEXECUTIVE VICE PRESIDENT/SECRETARY/TREASURER/DIRECTOR2206745
LENHARDT, ARTHUR WILLIAMSENIOR VICE PRESIDENT, SROP306553
SBOTO, THOMAS JOSEPHEXECUTIVE VICE PRESIDENT1497190

Disclosures


Regulatory Event4
Arbitration4

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


ROUND HILL SECURITIES, INC.

CRD#: 35223

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