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Philip Kassin

BCW Securities LLC

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About Philip Kassin

Philip Kassin is an active financial advisor at BCW Securities LLC. Philip has been in the financial services industry for 23 years and has been registered with the firm since October 10, 2018. Before joining BCW Securities LLC, Philip was at Watermill Institutional Trading LLC, Evercore Group L.L.C., Goldman, Sachs & Co., and Morgan Stanley & Co., Incorporated. Philip holds the Series 63, 24, 53, SIE, 79, 7, and 52 licenses and is registered in Connecticut and New York. Philip has a long and successful history of providing financial advice to clients.

Firm Information

Philip Kassin is currently registered with BCW Securities LLC. BCW Securities LLC is a Limited Liability Company formed in May 2007. The firm is registered with the SEC and in 17 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

36

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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Philip Kassin’s Registration & Firm History

CT

10/10/2018 - Present

BCW Securities LLC (WESTPORT CT)

NJ

04/18/2018 - 09/28/2018

WATERMILL INSTITUTIONAL TRADING LLC (Jersey City NJ)

NY

08/11/2010 - 05/12/2016

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

08/08/1997 - 03/20/2000

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

07/06/1987 - 08/22/1997

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2011

Series 24 - General Securities Principal Examination

BC

Issued 04/12/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2010

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/06/1993

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1989

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Kassin.
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