Michael J. Vietri

SAYBRUS EQUITY SERVICES

Hartford, CT 06102

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CRD#: 1068983

Professional summary

Michael Joseph Vietri is a registered financial professional currently at SAYBRUS EQUITY SERVICES, LLC located in Hartford, Connecticut.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1982. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

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.

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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

Current

September 23, 2021 - Present

SAYBRUS EQUITY SERVICES, LLC

Office #1: One American Row, Hartford, CT 06102

CRD#: 153319

Hartford, CT

Past

January 2, 2018 - September 29, 2021

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

November 26, 2013 - July 21, 2016

OSAIC SERVICES, INC.

CRD#: 133763

OAKBROOK TERRACE, IL

Past

April 17, 2008 - March 30, 2012

NEW ENGLAND SECURITIES

CRD#: 615

AURORA, IL

Past

November 3, 1982 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

AURORA, IL

Past

November 3, 1982 - March 30, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

AURORA, IL

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/23/2021)

Exams

State Security Law Exam

Series 63

Date: 11/3/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/29/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/2007

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 10/2/1990

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

SAYBRUS EQUITY SERVICES, LLC

SAYBRUS EQUITY SERVICES, INC | SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319 / SEC#: , 8-68521

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

One American Row, Hartford, CT 06102-5056

Mailing Address

P.o. Box 5056, Hartford, CT 06102-5056

Phone number

(860) 403-3100

Established

Delaware since 10/01/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SAYBRUS HOLDINGS, LLC	PARENT COMPANY
ALI, AZIZ	VICE PRESIDENT	5030560
CASSIDY, EDWARD WILLIAM JR	EXEC. VP / INTERNAL DIRECTOR	1606787
COSTENBADER, WALTER RUSSELL	FINOP	1828345
HALPERIN, JEFFREY PAUL	INTERNAL DIRECTOR	2899327
LOWE, MOIRA CRONAN	PRESIDENT / CEO / INTERNAL DIRECTOR	4076427
MOORE, GIDEON CLOYES	CHIEF LEGAL OFFICER	7011735
SADOWSKI, ADAM MARK	ASSISTANT VICE PRESIDENT	4578505
SIINO, KATHERINE MARY	AVP & CHIEF COMPLIANCE OFFICER	1666402
TOMKO, CHRISTINE	CFO, PFO, POO	6989991
VIETRI, MICHAEL JOSEPH	INTERNAL DIRECTOR	1068983

Red Flags

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Firm Stability Insights

Michael J. Vietri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Joseph Vietri's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVATION PARTNERS LLC

OSAIC SERVICES, INC.

NEW ENGLAND SECURITIES

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/3/1984

SIE

Date: 10/1/2018

Series 7

Date: 5/12/2003

Series 6

Date: 10/29/1982

Series 24

Date: 5/1/2007

Series 26

Date: 10/2/1990

FINRA

Current Firm

SAYBRUS EQUITY SERVICES, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SAYBRUS EQUITY SERVICES, LLC

TRUST BUT VERIFY

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