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CRD#: 169092
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BMS CAPITAL ADVISORY, INC. is located at 757 Third Avenue, Suite 1600, New York, NY 10017 and was first established at New York, Delaware in 08/12/2013. After operating for 12 years, BMS CAPITAL ADVISORY, INC. 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 BMS CAPITAL ADVISORY, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BMS CAPITAL ADVISORY, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BMS CAPITAL ADVISORY, INC. 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 BMS CAPITAL ADVISORY, INC.‘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 BMS CAPITAL ADVISORY, INC.. 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.

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Where the Statistical Data for BMS CAPITAL ADVISORY, INC. Comes From

Understanding the Statistics for BMS CAPITAL ADVISORY, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
757 Third Avenue, Suite 1600, New York, NY 10017
Mailing Address
757 Third Avenue, Suite 1600, New York, NY 10017
Firm Size
Small
Phone Number
(469) 847-2134
Established
Delaware since 08/12/2013
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BLACKWOOD BIDCO LLC DELAWARESHAREHOLDER
CURRY, JOSHUA SKYLERCEO, DIRECTOR7754385
MCCALLUM, PETER DAVIDCFO, FINOP6994800
MELVIN, BRADLEY JAMESDIRECTOR3082201
O'CONNELL, MICHAEL HAYNESCCO6601475
REED, STEPHANIE ANNDIRECTOR8074447
WESTALL, KRISTINE ANNEDIRECTOR

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Advisor's working at BMS CAPITAL ADVISORY, INC.

JC

Joshua Skyler Curry

RR
CRD#: 7754385
Location:
New York, NY 10017
Company:
BMS CAPITAL ADVISORY, INC.
Disclosures:
Experience:
2 years
View Profile
MO

Michael Haynes O'connell

RR
CRD#: 6601475
Location:
New York, NY 10017
Company:
BMS CAPITAL ADVISORY, INC.
Disclosures:
Experience:
9 years
View Profile
KW

Kristine Lynn Weber

Kristine Lynn Huelsback
RR
CRD#: 6447885
Location:
Edina, MN 55435
Company:
BMS CAPITAL ADVISORY, INC.
Disclosures:
Experience:
10 years
View Profile
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