AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Michael E. Shamosh

Some features on this profile are disabled
CRD#: 1284557
MS

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 Ezra Shamosh was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1984. Michael had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 27 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

August 10, 2016 - March 1, 2019

SATUIT CAPITAL MANAGEMENT, LLC

RIA
CRD#: 113224
FRANKLIN, TN
Past

January 17, 2014 - January 19, 2016

CORDASCO FINANCIAL NETWORK, INC.

RIA
CRD#: 159544
PHILADELPHIA, PA
Past

June 17, 2013 - July 25, 2016

WEST SHORE GROUP, LLC

RIA
CRD#: 167778
HADDONFIELD, NJ
Past

August 11, 2010 - October 25, 2012

CORBY ASSET MANAGEMENT

RIA
CRD#: 154074
BOSTON, MA
Past

March 27, 2006 - July 19, 2010

CORBY CAPITAL MARKETS, INC.

RIA
CRD#: 7165
BOSTON, MA
Past

March 9, 2002 - October 10, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

November 5, 1996 - March 9, 2002

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

November 21, 1994 - November 26, 1996

CORBY CAPITAL MARKETS, INC.

BD
CRD#: 7165
BOSTON, MA
Past

May 18, 1991 - November 25, 1994

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

April 27, 1985 - January 4, 1991

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

July 26, 1984 - December 12, 1984

S. D. COHN & CO.

BD
CRD#: 735

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
IAR
Series 65
Date: 3/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SC
SATUIT CAPITAL MANAGEMENT, LLC
SATUIT CAPITAL MANAGEMENT, LLC

CRD#: 113224 / SEC#: 801-57862

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1014 Fulton Greer Road Suite 4b, Franklin, TN 37064
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SATUIT CAPITAL MANAGEMENT, LLC

CRD#: 113224

TRUST BUT VERIFY

Monitor Michael Shamosh

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics