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AC

Andrew G. Ciraldo

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CRD#: 1029652
AC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Gregory Ciraldo was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1987. Andrew had worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 5 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 19, 2012 - April 8, 2016

MIKUS CAPITAL MANAGEMENT, INC.

RIA
CRD#: 113636
HOBE SOUND, FL
Past

May 19, 2003 - April 18, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SPARTA, NJ
Past

July 10, 2002 - April 18, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SPARTA, NJ
Past

March 28, 2000 - July 19, 2002

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

April 2, 1997 - March 27, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

February 22, 1996 - April 2, 1997

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

May 28, 1991 - November 21, 1995

EASTBRIDGE CAPITAL INC.

BD
CRD#: 23858
NEW YORK, NY
Past

January 29, 1991 - April 19, 1991

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

June 18, 1987 - November 15, 1990

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/15/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/15/1981
Interest Rate Options Examination

Current Firm


MC
MIKUS CAPITAL MANAGEMENT, INC.
MIKUS CAPITAL MANAGEMENT | MIKUS CAPITAL MANAGEMENT, INC.

CRD#: 113636 / SEC#: 801-61996

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Contact information


Main Address
333 Sunset Ave., Suite 209, Palm Beach, FL 33480
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MIKUS CAPITAL MANAGEMENT, INC.

CRD#: 113636

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