BrokerCheck

E22977

BrokerCheck is an online tool that provides background information on brokerage firms and financial advisors to help investors research their professional history and regulatory records.


Statements (48)
Predicate Object
instanceOf investor protection resource
online tool
abbreviation CRD system as underlying database
accessMode online
availableAs website
cost free of charge to the public
country United States
dataSource FINRA Central Registration Depository
goal assist investors in choosing financial professionals
help investors avoid fraud and misconduct
increase transparency in the brokerage industry
hasFeature detailed disclosure information
downloadable or printable reports on brokers and firms
summary report of a broker’s background
hasSearchFeature search by CRD number
search by firm name
search by individual name
industry financial services regulation
language English
legalBasis FINRA rules
Securities Exchange Act of 1934 authority over broker-dealers
maintainedBy FINRA
operator FINRA
Financial Industry Regulatory Authority
primaryPurpose help investors research professional history and regulatory records
provide background information on brokerage firms and financial advisors
providesInformationOn criminal events related to securities activities
customer disputes
disciplinary history
employment history of brokers
exams passed by brokers
licensing status of brokers
professional qualifications of brokers
regulatory events
regulatoryScope FINRA disciplinary actions
SEC regulatory actions
state securities regulator actions
regulatoryStatus regulated information service
subjectOfInformation FINRA-registered firms
SEC-registered investment advisers (via links to IAPD)
broker-dealer firms
brokerage firms
individual brokers
investment adviser representatives
registered representatives
targetUser financial consumers
individual investors
url https://brokercheck.finra.org

Referenced by (2)

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