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Gene Leslie Cushman

Wallachbeth Capital LLC

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About Gene Leslie Cushman

Gene Leslie Cushman is a financial professional with over 20 years of experience in the industry. Gene is currently registered with Wallachbeth Capital LLC and holds Series 7, 55, 57TO, and SIE licenses as well as a Series 63 license. Gene has previously worked with Amerivest Partners, LLC and Heights Partners, Inc.. Gene is registered in Illinois, Massachusetts, New Jersey, New York, and Pennsylvania.

Firm Information

Gene Cushman is currently registered with Wallachbeth Capital LLC. Wallachbeth Capital LLC is a Limited Liability Company formed in May 2008. The firm is registered in 44 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

44

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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Gene Cushman’s Registration & Firm History

NJ

03/25/2009 - Present

Wallachbeth Capital LLC (JERSEY CITY NJ)

NY

01/14/2004 - 01/02/2009

AMERIVEST PARTNERS, LLC (NEW YORK NY)

NY

01/14/2004 - 04/13/2004

AMERIVEST PARTNERS, LLC (NEW YORK NY)

NY

09/22/2003 - 01/06/2004

HEIGHTS PARTNERS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gene Leslie Cushman.
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