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

Michael J. Panzner

Some features on this profile are disabled
CRD#: 1705724
MP

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 Joseph Panzner was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1987. Michael had worked at 11 firms and has passed the Series 65, Series 63, Series 3, Series 55, Series 7, Series 4 and Series 24 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

June 17, 2013 - February 11, 2015

APEX CAPITAL MANAGEMENT (NEW YORK) LLC

RIA
CRD#: 150682
SOUTHPORT, CT
Past

September 9, 2010 - February 7, 2013

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

April 28, 2010 - September 13, 2010

GRACE FINANCIAL GROUP LLC

BD
CRD#: 104133
SOUTHHAMPTON, NY
Past

April 9, 2008 - March 2, 2010

AUERBACH GRAYSON & COMPANY LLC

BD
CRD#: 30761
NEW YORK, NY
Past

August 10, 2007 - September 18, 2007

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

June 2, 2006 - August 10, 2007

COLLINS STEWART INC.

BD
CRD#: 47414
NEW YORK, NY
Past

May 19, 2004 - April 28, 2006

RABO SECURITIES USA, INC.

BD
CRD#: 122657
NEW YORK, NY
Past

August 27, 2002 - June 9, 2004

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

January 9, 2002 - March 26, 2002

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

November 10, 1989 - January 16, 1996

KLEINWORT BENSON NORTH AMERICA INC.

BD
CRD#: 5087
Past

July 21, 1987 - January 24, 1989

JPMSI

BD
CRD#: 15733

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: 6/15/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/8/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/2004
General Securities Principal Examination

Current Firm


AC
APEX CAPITAL MANAGEMENT (NEW YORK) LLC
APEX CAPITAL MANAGEMENT (CAYMAN) LTD. (RELYING ADVISER) | APEX CAPITAL MANAGEMENT (NEW YORK) LLC

CRD#: 150682 / SEC#: 801-70425

RIA
Registered Investment Advisory firm - (7/26/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (6/10/2013 Approved)
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
2960 Post Road, Southport, CT 06890
Mailing Address
Phone number
(203) 659-0500
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 4,949,561

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


APEX CAPITAL MANAGEMENT (NEW YORK) LLC

CRD#: 150682

TRUST BUT VERIFY

Monitor Michael Panzner

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