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LK

Lawrence H. Kurtz

MIDDLEGATE SECURITIES
New York, NY 10018-3805
Some features on this profile are disabled
CRD#: 874360
LK

Professional summary


Lawrence Herbert Kurtz, who also goes by Lawrence H Kurtz, is a registered financial professional currently at MIDDLEGATE SECURITIES INC. located in New York, New York.

Lawrence is registered as a RR (Registered Representative) and started their career in finance in 1979. Lawrence has worked at 5 firms and has passed the Series 63, Series 57TO, Series 79TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lawrence H Kurtz

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) - BD


Click below to view Lawrence Herbert Kurtz'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

April 19, 2002 - Present

MIDDLEGATE SECURITIES INC.

Office #1: 8 West 40th Street 4th Floor, New York, NY 10018-3805Office #2: 8 West 40th Street 4th Floor, New York, NY 10018
BD
CRD#: 21544
New York, NY
Past

November 13, 2001 - February 27, 2002

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

October 10, 2000 - October 15, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

June 14, 1984 - October 10, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

November 26, 1979 - June 5, 1984

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

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
Arizona
(5/6/2010)
RR
California
(4/14/2010)
RR
Connecticut
(4/21/2010)
RR
Florida
(11/20/2002)
RR
Georgia
(4/15/2010)
RR
Illinois
(4/24/2019)
RR
Maryland
(12/1/2009)
RR
Massachusetts
(4/14/2010)
RR
Nevada
(4/22/2010)
RR
New Jersey
(4/29/2002)
RR
New York
(5/24/2002)
RR
Oregon
(4/14/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 4/13/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/2/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MIDDLEGATE SECURITIES INC.
MIDDLEGATE SECURITIES INC. | MIDDLEGATE SECURITIES LTD.

CRD#: 21544 / SEC#: , 8-39031

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


Main Address
8 West 40th Street 4th Floor, New York, NY 10018-3805
Mailing Address
8 West 40th Street 4th Floor, New York, NY 10018-3805
Phone number
(212) 382-9500
Established
New York since 09/09/1987
Firm type
Corporation
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)

Direct owners and executive officers


NamePositionCRD#
SUTTON, ELLIOT MAYERSTOCKHOLDER1912239
SUTTON, ALBERT MAYEREXECUTIVE VP, SECRETARY.,DIRECTOR1782923
SUTTON, SUSAN NMNSTOCKHOLDER1782924
VERDIGER, ISAAC MEIRSTOCKHOLDER5486431
FELSENBURG, CHAVISTOCKHOLDER2433674
FELSENBURG, NEWTYSTOCKHOLDER5269719
MIZRAHI, VALERIE VICTORIASTOCKHOLDER5264018
LOGRANDE, MARIOVICE PRESIDENT, CCO2787657
OSTROFSKY, STEVENPRESIDENT1194663
SPINDEL, HOWARDFINANCIAL AND OPERATIONS PRINCIPAL708042

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


MIDDLEGATE SECURITIES INC.

CRD#: 21544New York, NY 10018-3805

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