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Gary G. Auleta

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CRD#: 8790
GA

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.

Gary Glenn Auleta, who also goes by Gary Glenn Aulletta, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1970. Gary had worked at 5 firms and has passed the Series 63, SIE, Series 1, Series 4, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary Glenn Aulletta

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

February 14, 2003 - January 4, 2016

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

August 4, 1997 - February 7, 2003

GLENN MICHAEL FINANCIAL, INC.

BD
CRD#: 37912
MELVILLE, NY
Past

March 21, 1991 - July 11, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

August 26, 1988 - March 21, 1991

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

November 24, 1986 - September 13, 1988

THE RANDALL-GEORGE CORPORATION

BD
CRD#: 18118
Past

January 6, 1970 - November 10, 1986

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958

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: 11/18/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/18/1967
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TP
TRIDENT PARTNERS LTD.
THE KOENIGSBERG ORGANIZATION | TRIDENT PARTNERS, LTD. | TRIDENT PARTNERS LTD.

CRD#: 41258 / SEC#: , 8-49342

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
181 Crossways Park Drive, Woodbury, NY 11797
Mailing Address
181 Crossways Park Drive, Woodbury, NY 11797
Phone number
(516) 681-9100
Established
New York since 05/17/1996
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#
MEKA ASSOCIATES, LLCDIRECT OWNER
CERINI, MICHELLE C.CHIEF FINANCIAL OFFICER - FINANCIAL OPERATIONS PRINCIPAL4752108
FLYNN, EDWARD PATRICK SRMANAGING DIRECTOR1914535
SCAVONE, NICHOLASCHIEF COMPLIANCE OFFICER4677020
SCHANTZ, BRIAN FRANCISPRESIDENT1232754

Disclosures


Regulatory Event5
Arbitration4

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


TRIDENT PARTNERS LTD.

CRD#: 41258

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