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MM

Michael N. Markunas

YORKVILLE SECURITIES
MOUNTAINSIDE, NJ 07092
Some features on this profile are disabled
CRD#: 1832307
MM

Professional summary


Michael Nmn Markunas, who also goes by Michael Markunas, is a registered financial professional currently at YORKVILLE SECURITIES, LLC located in Mountainside, New Jersey.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 13 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 3, Series 7, Series 14, Series 28, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Markunas

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 Nmn Markunas's CRS (Customer Relationship Summary).
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

June 9, 2025 - Present

YORKVILLE SECURITIES, LLC

Office #1: 1012 Springfield Ave, Mountainside, NJ 07092
BD
CRD#: 330480
MOUNTAINSIDE, NJ
Past

February 10, 2022 - January 3, 2023

FOCALPOINT SECURITIES, LLC

BD
CRD#: 133168
LOS ANGELES, CA
Past

March 25, 2021 - July 22, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

December 2, 2019 - June 2, 2025

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
Los Angeles, CA
Past

February 6, 2018 - March 4, 2019

B. RILEY & CO., LLC

BD
CRD#: 40355
LOS ANGELES, CA
Past

June 29, 2017 - August 25, 2020

MLV & CO. LLC

BD
CRD#: 150959
NEW YORK, NY
Past

June 28, 2017 - June 2, 2025

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
Los Angeles, CA
Past

March 3, 2016 - November 30, 2017

B. RILEY & CO., LLC

BD
CRD#: 40355
LOS ANGELES, CA
Past

September 18, 2013 - January 20, 2016

ATHENE SECURITIES, LLC

BD
CRD#: 36867
El Segundo, CA
Past

August 13, 2002 - July 1, 2005

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

August 9, 2002 - July 1, 2005

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
ORANGE, CA
Past

March 28, 2000 - March 27, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 29, 1997 - April 5, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 31, 1993 - February 5, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 25, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
Florida
(6/9/2025)
RR
Massachusetts
(7/24/2025)
RR
New Jersey
(6/11/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/14/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 28
Date: 12/19/2013
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/30/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


YS
YORKVILLE SECURITIES, LLC
YORKVILLE SECURITIES, LLC

CRD#: 330480 / SEC#: , 8-71241

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


Main Address
1012 Springfield Ave, Mountainside, NJ 07092
Mailing Address
1012 Springfield Ave, Mountainside, NJ 07092
Phone number
(201) 536-5110
Established
Delaware since 02/08/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
YORKVILLE BD HOLDINGS, LLCSOLE MEMBER
ANGELO, MARK ANTHONYCHAIRMAN OF BOARD OF MANAGERS2585969
BECKMAN, MATTHEW JACOBMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING4139592
BOWMAN, TIMOTHY JOSEPHCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP2247374
FRANKS, ORENCONTROLLER4902717
MARKUNAS, MICHAEL NMNGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER1832307
MCNICOLL, PATRICECO-CEO3199758
RILLO, TROY JAMESMEMBER OF BOARD OF MANAGERS; CO-CEO1726077
ROSSELLI, MICHAEL ALBERTMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING7714774

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


YORKVILLE SECURITIES, LLC

CRD#: 330480Mountainside, NJ 07092

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