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MM

Michael J. Mufson

MUFSON HOWE HUNTER & PARTNERS LLC
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 1215614
MM

Professional summary


Michael J Mufson, who also goes by Michael I Mufson, is a registered financial professional currently at MUFSON HOWE HUNTER & PARTNERS LLC located in Philadelphia, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1984. Michael has worked at 7 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael I Mufson

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) - BD


Click below to view Michael J Mufson's CRS (Customer Relationship Summary).

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

January 6, 2005 - Present

MUFSON HOWE HUNTER & PARTNERS LLC

Office #1: 1717 Arch Street 32nd Floor, Philadelphia, PA 19103Office #2: 1717 Arch Street 39th Floor, Philadelphia, PA 19103
BD
CRD#: 132353
Philadelphia, PA
Past

September 24, 2001 - July 9, 2003

COMMERCE CAPITAL INVESTMENTS, INC.

BD
CRD#: 104163
PHILADELPHIA, PA
Past

September 18, 2001 - July 9, 2003

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
PHILADELPHIA, PA
Past

April 23, 1994 - August 24, 2001

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

April 20, 1992 - April 19, 1994

FOLEY MUFSON HOWE & COMPANY

BD
CRD#: 29993
Past

August 9, 1989 - March 25, 1991

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

May 23, 1984 - August 31, 1989

BUTCHER & SINGER INC.

BD
CRD#: 6517

State Registrations and Notice Filings


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

RR
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

RR
Pennsylvania
(1/22/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 1/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MH
MUFSON HOWE HUNTER & PARTNERS LLC
MUFSON HOWE HUNTER & PARTNERS LLC

CRD#: 132353 / SEC#: , 8-66587

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1717 Arch Street 39th Floor, Philadelphia, PA 19103
Mailing Address
1717 Arch Street 39th Floor, Philadelphia, PA 19103
Phone number
(215) 399-5410
Established
Delaware since 10/14/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MUFSON HOWE HUNTER & COMPANY LLC (MHH&CO)INVESTING MEMBER
ECK, BRANDON KURTGENERAL SECURITIES PRINCIPAL4182691
MUFSON, MICHAEL JPRESIDENT, COO AND CHIEF COMPLIANCE OFFICER1215614
SIPKIN, JOSEPH GARYFINOP1334813

Red Flags


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

Company Information


MUFSON HOWE HUNTER & PARTNERS LLC

CRD#: 132353Philadelphia, PA 19103

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