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Find, Compare and Monitor Financial Advisors at BAY CREST PARTNERS, LLC

CRD#: 39944
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

BAY CREST PARTNERS, LLC is located at 40 Wall Street 42nd Floor, New York, NY 10005 and was first established at New York, New York in 12/20/1994. After operating for 31 years, BAY CREST PARTNERS, LLC 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 BAY CREST PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BAY CREST PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BAY CREST PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 16 disclosures, 16 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 BAY CREST PARTNERS, LLC‘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 BAY CREST PARTNERS, LLC. 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 BAY CREST PARTNERS, LLC Comes From

Understanding the Statistics for BAY CREST PARTNERS, LLC 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
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
16

FIRM INFORMATION

Main Address
40 Wall Street 42nd Floor, New York, NY 10005
Mailing Address
40 Wall Street 42nd Floor, New York, NY 10005
Firm Size
Small
Phone Number
(212) 480-1400
Established
New York since 12/20/1994
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FREEDOM HOLDING GROUP, LLCSOLE LLC MEMBER
CARBONARA, LISACCO5227955
MULLIGAN, WILLIAM PETER JR.GENERAL SECURITIES PRINCIPAL, LLC MANAGER, CEO1614209
SCHEUERMANN, JOSEPH PHILIPCOO3273673
SCHEUERMANN, JOSEPH PHILIPPFO, POO, FINOP3273673
WEISS, NICHOLAS DANIELROP2856151

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Advisor's working at BAY CREST PARTNERS, LLC

GM

Gerard Thomas Marini

Garard Thomas Marini
RR
CRD#: 1335336
Location:
New York, NY 10005
Company:
BAY CREST PARTNERS, LLC
Disclosures:
Experience:
36 years
View Profile
PD

Paul Francis Digan

RR
CRD#: 6180174
Location:
New York, NY 10005
Company:
BAY CREST PARTNERS, LLC
Disclosures:
Experience:
12 years
View Profile
WM

William Peter Mulligan JR.

William Peter Mulligan Jr
RR
CRD#: 1614209
Location:
New York, NY 10005
Company:
BAY CREST PARTNERS, LLC
Disclosures:
Experience:
27 years
View Profile
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