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MG

Michael C. Gumbel

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CRD#: 1087154
MG

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.

Michael Clair Gumbel was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2004. Michael had worked at 3 firms and has passed the Series 7, Series 27 and Series 24 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

September 28, 2006 - April 23, 2007

HORATIO CAPITAL LLC

BD
CRD#: 132142
CHICAGO, IL
Past

July 24, 2006 - May 18, 2011

LUPO SECURITIES, LLC

BD
CRD#: 43761
CHICAGO, IL
Past

August 23, 2004 - March 11, 2005

ADVANTAGE SECURITIES LLC

BD
CRD#: 39362
CHICAGO, IL

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


General Industry/Product Exam
RR
Series 7
Date: 5/10/2004
General Securities Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HC
HORATIO CAPITAL LLC
HORATIO CAPITAL LLC

CRD#: 132142 / SEC#: , 8-66558

BD
Terminated by SEC on 07/02/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 05/05/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BARTLETT, BRUCE ROBERTMEMBER
FOREST INVESTMENT PARTNERSHIP, LPMEMBER
TROOB, ANDREW SPENCERMEMBER
AZZ INC MONEY PURCHASE PENSION PLANMEMBER
FERGUSON, MERRILL JAMESMEMBER
NINYO, AVRAMMEMBER
WOLFSON, JEFFREY ALANMEMBER1680997
GUMBEL, MICHAEL CLAIRMEMBER
KAPLAN, STEVEN ARTHURFINOP5251885
SALLERSON, SAMUEL IRAMEMBER
STW MANAGEMENT, LLCMANAGER

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


HORATIO CAPITAL LLC

CRD#: 132142

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