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Richard A. Lefauve

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CRD#: 838303
RL

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.

Richard Allen Lefauve, who also goes by Richard Allen Lafauve, Richard A Lefauve, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1977. Richard had worked at 11 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Allen Lafauve | Richard A Lefauve

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

June 8, 2016 - March 21, 2017

BENNETT AND COMPANY FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 165556
Nanuet, NY
Past

June 1, 2009 - August 5, 2014

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

June 1, 2009 - August 5, 2014

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NEW YORK, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

March 24, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BATAVIA, NY
Past

October 4, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
BATAVIA, NY
Past

May 21, 2001 - September 5, 2002

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 21, 2000 - April 24, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 21, 2000 - April 24, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 27, 1995 - August 3, 1995

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

May 13, 1991 - June 9, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

January 16, 1990 - March 29, 1990

BISON SECURITIES, INCORPORATED

BD
CRD#: 19831
Past

October 27, 1986 - September 27, 1989

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

June 5, 1986 - October 3, 1986

CORNWALL SECURITIES, INC.

BD
CRD#: 8334
GREAT NEC, NY
Past

June 1, 1977 - May 3, 1984

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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
IAR
Series 66
Date: 6/12/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 10/18/2002
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BA
BENNETT AND COMPANY FINANCIAL SOLUTIONS, LLC
BENNETT AND COMPANY FINANCIAL SOLUTIONS, LLC

CRD#: 165556 / SEC#:

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Contact information


Main Address
112 Prospect Street 3rd Floor, Stamford, CT 06901
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BENNETT AND COMPANY FINANCIAL SOLUTIONS, LLC

CRD#: 165556

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