MyWallSt Advisory LLC, a wholly-owned subsidiary of MyWallSt Ltd, is a digital financial services company that allows you to trade your way with access to a team of professional advisors to assist you in owning your financial future.

What to expect from MyWallSt Advisory?

  • An efficient trading platform app and investing experience customers have grown to love, all available through the MyWallSt product suite.
  • Simple & fast investment account set up.
  • Additional access to a team of friendly, licensed personal finance professionals.
  • Retroactive advice on your investment portfolio.
  • No additional advisory fees for MyWallSt subscribers.
  • The ability to trade in fractional shares.

What not to expect from MyWallSt Advisory?

  • No solicitation of any sort.
  • No pushy or aggressive recommendations of what stocks to buy.

MyWallSt Advisory Team

David Martin

Director

David Martin is the Co-Chief Compliance Officer of Kingswood U.S., and the CCO of Benchmark Investments, Inc. and President of Benchmark Advisory Services, LLC. He was formerly the CEO of American Global Wealth Management Inc. Prior to that, David served as the Chief Compliance officer of Keystone Capital Corp for 10 years. David has worked in the financial industry for over 12 years and served on the FINRA District 2 committee as a small firm representative. David holds FINRA licenses 7, 24, and 66 and is insurance licensed.

Terresa Beaman

Chief Compliance Officer

Securities industry professional with over 30 years’ experience in various principal and executive capacities. Most recently served as CCO for Harbor Financial Services, LLC’s broker-dealer and SEC registered investment advisor. Throughout her career, Terri developed in-depth expertise and successful application of industry rules and practices, with active engagements in various principal capacities including Financial Operations Principal, Registered Options Principal, General Securities Principal, and Municipal Securities Principal. Terri holds the Series 4, 6, 7, 24, 27, 50, 53, 63 and 65 licenses. She is an approved FINRA arbitrator and recipient of the Central Indiana BBB arbitrator of the year award.

Stacey Lavender Mayes

Compliance Director

Stacey Lavender-Mayes is an experienced Compliance and Operations Officer, having over 20 years of experience in the securities industry, ranging from compliance, supervision, sales and operations with a focus on the implementation of industry regulations and compliance guidelines, establishing effective controls and risk management for the firm’s in which she supports. She has an in-depth knowledge of asset management compliance, Broker Dealer supervisory controls and compliance testing and training. Stacey has completed multiple exams with the SEC, FINRA and State Securities Regulators and currently holds a Series 4, 7, 24, 28, 53, 66, 82 and 99.

Mike Mora

Director of Client Services

Over 20 years in the financial industry working in all aspects of compliance, trading, risk management, and operations. Mike’s regulatory and compliance background includes working with retail, institutional and high net worth clients, and preparing for various FINRA and SEC regulatory examinations. As the Chief Compliance Officer at Velox he oversaw regulatory compliance, anti-money laundering (AML) governance, and surveillance of the firm’s equity trading. Prior to Velox, he was VP of Trading at Keystone Capital. Mike has his Series 7, 24, 55, and 63 licenses.

Legal Disclosures

Read the fine print of MyWallSt Advisory here.

Get In Touch With Us

Product feedback, questions about investing or our company? Drop us an email at hello@mywallstadvisory.com