Unclaimed
Ronald Gregory Cavallo is a financial advisor with Bay Crest Partners, LLC based in New York, NY. Ronald has been in the financial industry since 2006. Ronald is registered with FINRA and the state of New York and holds Series 7, Series 25, Series 55, Series 57TO, and Series 63 licenses. He has previously worked with Bay Crest Partners, LLC.
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.
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.
1
2
NY
06/05/2006 - Present
BAY Crest Partners, LLC (NY NY)
NY
07/05/2005 - 08/15/2005
BAY CREST PARTNERS, LLC (NEW YORK NY)
NY
07/06/2004 - 08/23/2004
BAY CREST PARTNERS, LLC (NEW YORK NY)
BC
Issued 11/18/2009
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 05/06/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2006
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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