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Ronald Gregory Cavallo

BAY Crest Partners, LLC

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About Ronald Gregory Cavallo

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.

Firm Information

Ronald Cavallo is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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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Ronald Cavallo’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ronald Gregory Cavallo.
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