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MC

Michael P. Cilmi

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CRD#: 1289290
MC

Professional summary


Michael Paul Cilmi was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Michael had worked at 5 firms, which includes BELL INVESTMENT GROUP INC., LLOYD WADE SECURITIES INC., MEYERS POLLOCK ROBBINS INC., A.S. GOLDMEN & CO. INC., J.W. BARCLAY & CO. INC..

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 13, 1998 - April 19, 2000

BELL INVESTMENT GROUP, INC.

BD
CRD#: 44749
NEW YORK, NY
Past

October 9, 1997 - January 21, 1998

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

September 26, 1996 - July 30, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

August 5, 1993 - August 22, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

March 24, 1993 - August 17, 1993

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

January 30, 1992 - December 31, 1992

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ

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: 2/12/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 1/29/1992
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


BI
BELL INVESTMENT GROUP, INC.
BELL INVESTMENT GROUP, INC.

CRD#: 44749 / SEC#: , 8-50849

BD
Cancelled by SEC on 06/13/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/14/1997
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CILMI, MICHAEL PAULPRESIDENT1289290

Disclosures


Regulatory Event6

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


BELL INVESTMENT GROUP, INC.

CRD#: 44749

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