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FIRM PROFILE
Overview
THE BANK STREET GROUP L.L.C. is located at 333 Ludlow Street, 3rd Floor, South Tower, Stamford, CT 06902 and was first established at Boston, Delaware in 05/07/2001. After operating for 24 years, THE BANK STREET GROUP L.L.C. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THE BANK STREET GROUP L.L.C.’s clients are individuals and 0% of their clients are high net worth individuals. THE BANK STREET GROUP L.L.C. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THE BANK STREET GROUP L.L.C. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THE BANK STREET GROUP L.L.C.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THE BANK STREET GROUP L.L.C.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for THE BANK STREET GROUP L.L.C. Comes From
Understanding the Statistics for THE BANK STREET GROUP L.L.C. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
333 Ludlow Street 3rd Floor, South Tower, Stamford, CT, 06902
333 Ludlow Street 3rd Floor, South Tower, Stamford, CT, 06902
Small
(203) 252-2800
Delaware since 05/07/2001
Limited Liability Company
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BANK STREET HOLDINGS LLC | HOLDING COMPANY OF MEMBERSHIP INTERESTS | ||
| BECKETT, JON PETER | MANAGING DIRECTOR | 1888149 | |
| BURNAT, ROBERT MARK | FINANCIAL & OPERATIONS PRINCIPAL | 1262266 | |
| HENRY, JAMES HOWLAND | SENIOR MANAGING DIRECTOR/CFO | 2449629 | |
| LUKAJ, RICHARD STEELE | SENIOR MANAGING DIRECTOR/CEO/CCO/AMLCO | 2555602 |
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Advisor's working at THE BANK STREET GROUP L.L.C.
Jon Peter Beckett
Nakul Gupta
Amit Sanjay Acharya
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