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JE

John E. Egan

REVERE SECURITIES LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 818750
JE

Professional summary

John Eugene Egan, who also goes by John E Egan, is a registered financial professional currently at REVERE SECURITIES LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1976. John has worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 5, PC, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

John E Egan

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.
FIXED INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Eugene Egan'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

August 11, 2023 - Present

REVERE SECURITIES LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022
BD
CRD#: 14178
New York, NY
Past

September 8, 2023 - December 31, 2025

REVERE WEALTH MANAGEMENT LLC

RIA
CRD#: 170560
Margate, FL
Past

August 26, 2013 - August 1, 2023

NFSG CORPORATION

RIA
CRD#: 130814
MARGATE, FL
Past

August 5, 2013 - August 1, 2023

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

June 7, 2013 - August 7, 2013

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
ORLANDO, FL
Past

November 30, 2012 - July 2, 2013

CBG WEALTH MANAGEMENT

RIA
CRD#: 162603
BOCA RATON, FL
Past

June 15, 2012 - August 9, 2013

IAA FINANCIAL LLC

BD
CRD#: 6578
WEST PALM BEACH, FL
Past

April 1, 2009 - June 15, 2012

FINTEGRA, LLC

RIA
CRD#: 16741
BOCA RATON, FL
Past

March 23, 2009 - June 15, 2012

FINTEGRA, LLC

BD
CRD#: 16741
BOCA RATON, FL
Past

March 5, 2008 - March 24, 2009

SANDERS MORRIS LLC

RIA
CRD#: 20580
BOCA RATON, FL
Past

February 29, 2008 - March 24, 2009

SANDERS MORRIS LLC

BD
CRD#: 20580
BOCA RATON, FL
Past

December 1, 2004 - March 3, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
FT. LAUDERDALE, FL
Past

October 4, 2002 - March 3, 2008

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
FT. LAUDERDALE, FL
Past

January 2, 2002 - October 10, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

July 2, 1997 - January 2, 2002

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

February 8, 1996 - July 1, 1997

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

September 28, 1990 - February 9, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 22, 1989 - September 19, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 17, 1982 - May 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

October 22, 1979 - September 23, 1982

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

May 23, 1978 - November 3, 1983

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

February 2, 1978 - June 26, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

March 1, 1976 - March 25, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712

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
(8/11/2023)
RR
Florida
(8/21/2023)
RR
Indiana
(8/31/2023)
RR
Michigan
(8/11/2023)
RR
New Jersey
(8/11/2023)
RR
New York
(8/11/2023)
RR
Ohio
(8/11/2023)
RR
Texas
(8/31/2023)
RR
Washington
(8/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/25/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 3/21/2013
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 5
Date: 10/15/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 4/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 7
Date: 2/21/1976
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/17/2011
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/20/1986
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

RS
REVERE SECURITIES LLC
ASR DIVISION OF TRACK SECURITIES CORP | TRACK SECURITIES CORP. | REVERE WEALTH MANAGEMENT LLC | REVERE SECURITIES LLC | REVERE SECURITIES CORP. | M-W SECURITIES CORP. | BRIARCLIFF CAPITAL CORP.

CRD#: 14178 / SEC#: , 8-30511

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

Main Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Mailing Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Phone number
(212) 688-2350
Established
Delaware since 12/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REVERE INVESTMENT HOLDINGS LLCSHAREHOLDER
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389
FULLMAN, SCOTT HOWARDPRESIDENT / CHIEF OPERATIONS OFFICER1516584
MORENO, WILLIAM FRANCISCEO / EXECUTIVE CHAIRMAN2801621
ZULUAGA, OSEASCFO / FINOP4186791

Disclosures

Regulatory Event14
Arbitration3

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

REVERE SECURITIES LLC

CRD#: 14178New York, NY 10022

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