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MK

Michael D. Kinsella

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CRD#: 1101839
MK

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 Donald Kinsella JR, who also goes by Michael Donald Jr Kinsella, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1985. Michael had worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 87, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Donald Jr Kinsella

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

January 6, 2021 - February 11, 2021

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

March 30, 2009 - November 19, 2020

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

June 29, 2007 - February 26, 2009

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
BALA CYNWYD, PA
Past

May 7, 2004 - July 25, 2005

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
BALA CYNWYD, PA
Past

February 14, 2003 - February 26, 2009

SAL EQUITY TRADING, GP

BD
CRD#: 29337
BALA CYNWYD, PA
Past

January 5, 1996 - October 17, 2002

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY
Past

August 2, 1993 - January 2, 1996

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

August 15, 1990 - August 2, 1993

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY
Past

May 1, 1989 - August 7, 1990

W.H. NEWBOLD'S SON & CO., INC.

BD
CRD#: 7575
Past

March 20, 1985 - May 1, 1989

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 409

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
RR
Series 63
Date: 2/19/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/19/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BOENNING & SCATTERGOOD, INC.
BOENNING & SCATTERGOOD, INC.
1914 ADVISORS | BOENNING & SCATTERGOOD, INC. | BOENNING & SCATTERGOOD ASSET MANAGEMENT

CRD#: 100 / SEC#: 801-68111, 8-15543

BD
Terminated by SEC on 04/04/2023
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Contact information


Main Address
Four Tower Bridge 200 Barr Harbor Drive Suite 300, West Conshohocken, PA, 19428
Mailing Address
Phone number
(800) 883-1212
Established
Pennsylvania since 01/01/1970
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
76

Documents


Latest Form ADV

Part 2 Brochures

1914 ADVISORS WRAP FEE BROCHURE (5/27/2022)

Direct owners and executive officers


NamePositionCRD#
BOENNING & SCATTERGOOD HOLDINGSHOLDING CO OF BOENNING & SCATTERGOOD INC
MADDALONI, ANDREW MICHAELDIRECTOR2825865
MARA, GEORGE MICHAEL JRCHIEF COMPLIANCE OFFICER1574331
MARA, GEORGE MICHAEL JRPRESIDENT1574331
SCATTERGOOD, HAROLD FRANCIS JRDIRECTOR412133
STANNARD, JEFFREY TAPPANDIRECTOR1337225
WEIGAND, DALE ROBERTDIRECTOR, CHIEF FINANCIAL OFFICER,FINOP1374549

Regulatory assets under management


Total Number of Accounts1,321
AUM (Assets Under Management)$ 1,157,621,985

Disclosures


Regulatory Event22
Civil Event1
Arbitration1

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


BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

CRD#: 100

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