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Eric David Needleman

Apollo Global Securities, LLC

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About Eric David Needleman

Eric David Needleman is a financial advisor with over 25 years of experience in the industry. Eric currently works at Apollo Global Securities, LLC in Greenwich, Connecticut, and has also worked at other firms including Stifel, Nicolaus & Company, Incorporated, First Empire Securities, Inc., Sterne, Agee & Leach, Inc., KBC Financial Products USA, Inc., and Dresdner Kleinwort Wasserstein - Grantchester, Inc. Eric holds several licenses including Series 7, Series 24, and SIE. He is registered to provide investment advice in all 50 states.

Firm Information

Eric Needleman is currently registered with Apollo Global Securities, LLC. Apollo Global Securities, LLC is a Limited Liability Company formed in 2010. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

136

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Eric Needleman’s Registration & Firm History

CT

06/18/2024 - Present

Apollo Global Securities, LLC (Greenwich CT)

CO

06/09/2015 - 01/18/2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREENWOOD VILLAGE CO)

NY

01/03/2019 - 06/25/2019

FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)

NY

01/20/2009 - 08/07/2015

STERNE, AGEE & LEACH, INC. (NEW YORK NY)

NY

01/21/2003 - 12/19/2008

KBC FINANCIAL PRODUCTS USA, INC. (NEW YORK NY)

NY

08/20/1996 - 12/09/2002

DRESDNER KLEINWORT WASSERSTEIN - GRANTCHESTER, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric David Needleman.
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