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245 Fifth Avenue 21St Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-10-23 |
| ME | RA | APPROVED | 2024-05-31 |
| HI | RA | APPROVED | 2024-04-08 |
| MA | RA | APPROVED | 2024-03-05 |
| AK | RA | APPROVED | 2024-02-08 |
| AR | RA | APPROVED | 2024-02-01 |
| DE | RA | APPROVED | 2024-02-01 |
| PR | RA | APPROVED | 2024-01-30 |
| NH | RA | APPROVED | 2024-01-29 |
| WY | RA | APPROVED | 2024-01-29 |
| WV | RA | APPROVED | 2024-01-26 |
| GA | RA | APPROVED | 2024-01-25 |
| VI | RA | APPROVED | 2024-01-25 |
| KY | RA | APPROVED | 2024-01-24 |
| ND | RA | APPROVED | 2024-01-24 |
| FL | RA | APPROVED | 2024-01-23 |
| MI | RA | APPROVED | 2024-01-23 |
| MS | RA | APPROVED | 2024-01-23 |
| MO | RA | APPROVED | 2024-01-23 |
| NM | RA | APPROVED | 2024-01-23 |
| OK | RA | APPROVED | 2024-01-23 |
| CT | RA | APPROVED | 2024-01-22 |
| ID | RA | APPROVED | 2024-01-22 |
| IA | RA | APPROVED | 2024-01-22 |
| LA | RA | APPROVED | 2024-01-22 |
| MT | RA | APPROVED | 2024-01-22 |
| PA | RA | APPROVED | 2024-01-22 |
| RI | RA | APPROVED | 2024-01-22 |
| SC | RA | APPROVED | 2024-01-22 |
| SD | RA | APPROVED | 2024-01-22 |
| WI | RA | APPROVED | 2024-01-22 |
| AL | RA | APPROVED | 2024-01-19 |
| KS | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| NE | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
| OR | RA | APPROVED | 2024-01-19 |
| UT | RA | APPROVED | 2024-01-19 |
| VT | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
| AZ | RA | APPROVED | 2023-12-19 |
| NJ | RA | APPROVED | 2023-06-21 |
| IL | RA | APPROVED | 2023-06-20 |
| NV | RA | APPROVED | 2023-06-20 |
| MD | RA | APPROVED | 2023-06-16 |
| NC | RA | APPROVED | 2023-06-15 |
| CA | RA | APPROVED | 2023-06-14 |
| CO | RA | APPROVED | 2023-06-14 |
| TX | RA | APPROVED | 2023-06-14 |
| NY | RA | APPROVED | 2023-01-17 |
Branch Locations
245 Fifth Avenue 21St Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Bank Of Canada | Hampton Bays | NY | 04/2019 | 12/2021 |
| The Bridgehampton Club | Bridgehampton | NY | 07/2013 | 11/2018 |
| Student | Hampton Bays | NY | 09/2009 | 06/2018 |
| Lpl Financial Llc | Westhampton | NY | 12/2021 | 12/2022 |
| Yieldstreet | New York | NY | 12/2022 | Present |
| Point 32 Investment Partners | Westhampton Beach | NY | 12/2021 | 12/2022 |
| Wow Payments | New York | NY | 11/2018 | 03/2019 |
Yieldstreet Management LLC (CRD 282487) - Is an affiliated Registered Investment Adviser of RealCadre LLC The business is investment-related Address 300 Park Avenue, Floor 15 New York, NY 10022 Nature of Business: Yieldstreet offers discretionary and non-discretionary investment advisory services to certain retail investors and other clients. Our discretionary investment advisory services are managed investment portfolios offered online through our proprietary automated advisory service. Yieldstreet also provides two non-discretionary investment advisory programs: Digital Advice, a proprietary automated non-discretionary advisory service offered online, and Non-Digital Advice, through which clients have access to one of the firm's representatives. Title: Associate, Private Client Group Start Date: 12/2022 Hours Month: Full-time, until all the FINRA licenses are secured and the firm transitions to a Broker-Dealer model from an Investment Advisor model Description of Duties: Currently serving as an IAR for the affiliated Investment Advisor Yieldstreet Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-05 |
| S66 | Uniform Combined State Law Examination | 2020-01-16 |
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