Michael William Boehm
Professional Summary
Michael William Boehm was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1984 - 2026. Michael had worked at 12 firms and has passed the Series 63, Series 79TO, Series 82TO, SIE, Series 87, Series 3, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
Past
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Current Firm
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES
Contact Information
Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609Phone Number
(813) 891-9100Established
Florida since 04/19/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2006About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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