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

John T. Fitzsimons

Some features on this profile are disabled
CRD#: 836678
JF

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.

John Thomas Fitzsimons was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1977. John had worked at 10 firms and has passed the Series 63, PC, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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 13, 2011 - January 24, 2013

SUMMER STREET RESEARCH PARTNERS

BD
CRD#: 127142
BOSTON, MA
Past

September 3, 2009 - March 29, 2011

AURIGA USA, LLC

BD
CRD#: 121731
BOSTON, MA
Past

March 17, 2006 - March 24, 2009

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
BOSTON, MA
Past

February 10, 2003 - January 13, 2006

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA
Past

July 1, 1998 - November 14, 2002

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

June 4, 1985 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

January 21, 1985 - June 11, 1985

BURGESS & LEITH INCORPORATED

BD
CRD#: 114
Past

August 25, 1980 - January 22, 1985

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

January 9, 1979 - September 22, 1980

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

April 21, 1977 - January 26, 1979

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


State Security Law Exam
RR
Series 63
Date: 10/4/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 7/27/1987
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SS
SUMMER STREET RESEARCH PARTNERS
CUSTOM EQUITY RESEARCH PARTNERS LLC | SUMMER STREET RESEARCH PARTNERS | CUSTOM EQUITY RESEARCH, INC.

CRD#: 127142 / SEC#: , 8-65958

BD
Terminated by SEC on 05/12/2015
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
Mailing Address
Phone number
Established
Delaware since 06/30/2014
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOLLAMI, ALFRED JOSEPH JRPRESIDENT, CEO2137426
CASERTA, ANTHONY GERARDDIRECTOR1353917
ALPHONSE, CYRUS MCHIEF COMPLIANCE OFFICER5087583

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


SUMMER STREET RESEARCH PARTNERS

CRD#: 127142

TRUST BUT VERIFY

Monitor John Fitzsimons

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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