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Jared D. Schneid

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CRD#: 850418
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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.

Jared David Schneid was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 1997. Jared had worked at 13 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 14, Series 4 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

December 22, 2023 - October 6, 2025

BEECH HILL SECURITIES, INC.

BD
CRD#: 24771
NEW YORK, NY
Past

August 6, 2018 - October 4, 2022

SMH CAPITAL INVESTMENTS LLC

BD
CRD#: 24535
Lyme, CT
Past

January 10, 2018 - January 23, 2023

PARK SUTTON ADVISORS, LLC

BD
CRD#: 149828
NEW YORK, NY
Past

April 27, 2015 - October 10, 2016

LUCID CAPITAL MARKETS, LLC

BD
CRD#: 140345
NEW YORK, NY
Past

November 26, 2013 - January 6, 2014

WHARTON MIDMARKET SECURITIES INC.

BD
CRD#: 167531
WOODBRIDGE, CT
Past

July 30, 2012 - February 1, 2013

CONCEPT CAPITAL TRADING LLC

BD
CRD#: 158892
NEW YORK, NY
Past

September 30, 2011 - July 28, 2014

RAPTORNET

BD
CRD#: 154432
NEW YORK, NY
Past

September 29, 2011 - January 8, 2015

MISMI, INC.

BD
CRD#: 147058
NEW YORK, NY
Past

August 10, 2011 - September 26, 2011

CLEARVIEW TRADING ADVISORS, INC.

BD
CRD#: 142873
TENAFLY, NJ
Past

May 23, 2008 - December 31, 2009

SANDERS MORRIS LLC

BD
CRD#: 20580
GARDEN CITY, NY
Past

August 31, 2007 - May 21, 2008

CLEARVIEW TRADING ADVISORS, INC.

BD
CRD#: 142873
EAST ISLIP, NY
Past

February 15, 2007 - September 25, 2007

BROADBAND CAPITAL MANAGEMENT, LLC

BD
CRD#: 48001
NEW YORK, NY
Past

February 3, 2006 - March 27, 2006

ALTRUSHARE SECURITIES LLC

BD
CRD#: 136392
BRIDGEPORT, CT
Past

December 24, 1997 - May 28, 2004

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY

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: 3/19/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/23/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BH
BEECH HILL SECURITIES, INC.
BEECH HILL SECURITIES, INC. | CANTOR, WEISS & FRIEDNER, INC. | CANTOR & WEISS, INC. | BH INDEPENDENT ADVISOR SOLUTIONS

CRD#: 24771 / SEC#: , 8-41389

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


Main Address
880 3rd Avenue 16th Floor, New York, NY 10022-4730
Mailing Address
880 3rd Avenue 16th Floor, New York, NY 10022-4730
Phone number
(212) 350-7200
Established
New York since 05/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IANNUZZI, ADOLFO VINCENTCFO / CCO- MUTUAL FUNDS2874669
IANNUZZI, ADOLFO VINCENTCHIEF EXECUTIVE OFFICER2874669
IANNUZZI, ADOLFO VINCENTPRESIDENT2874669
IANNUZZI, ADOLFO VINCENTOWNER2874669
IANNUZZI, ADOLFO VINCENTCORP SECY2874669
CANTOR, PAUL SETHOWNER39844
CATANIA, FERDINANDO JRCCO - MUNICIPALS3263571
FIORINI, DONNA ANNEEXECUTIVE REPRESENTATIVE1289258
FIORINI, DONNA ANNECCO - GENERAL COMPLIANCE1289258

Disclosures


Regulatory Event6

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


BEECH HILL SECURITIES, INC.

CRD#: 24771

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