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WM

Wai K. Man

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CRD#: 1845957
WM

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.

Wai Keung Man, who also goes by Jack Man, was a registered financial professional .

Wai is a previously registered financial professional and started their career in finance in 1988. Wai had worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Man

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

April 13, 2022 - December 31, 2023

MIRACLE CAPITAL MANAGEMENT LLC

RIA
CRD#: 283386
NEW YORK, NY
Past

March 14, 2011 - May 20, 2011

FINANCE 500, INC.

BD
CRD#: 12981
NEW YORK, NY
Past

April 9, 2010 - April 15, 2010

HEROLD & LANTERN INVESTMENTS, INC.

BD
CRD#: 30996
NEW YORK, NY
Past

August 8, 2005 - March 30, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NEW YORK, NY
Past

November 2, 2004 - August 5, 2005

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEW YORK, NY
Past

January 2, 2002 - November 11, 2004

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 26, 1996 - January 2, 2002

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

January 18, 1990 - March 4, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

November 21, 1989 - January 24, 1990

V P SECURITIES, INC.

BD
CRD#: 16615
Past

November 16, 1989 - December 8, 1989

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

March 31, 1989 - November 20, 1989

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

July 19, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

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: 7/12/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/26/2005
General Securities Principal Examination

Current Firm


MC
MIRACLE CAPITAL MANAGEMENT LLC
MAN, WAI KEUNG | MIRACLE CAPITAL MANAGEMENT LLC | MIRACLE CAPITAL MANAGEMENT

CRD#: 283386 / SEC#:

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Contact information


Main Address
244 Fifth Avenue Suite J265, New York, NY 10001
Mailing Address
Phone number
(212) 968-7300
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 400,000

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


MIRACLE CAPITAL MANAGEMENT LLC

CRD#: 283386

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