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MW

Michael L. Winchell

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CRD#: 1855163
MW

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 Lawrence Winchell, who also goes by Michael Winchell, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 6 firms and has passed the Series 65, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Winchell

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

July 10, 2013 - November 4, 2015

LARKIN POINT INVESTMENT ADVISORS LLC

RIA
CRD#: 165714
RUMSON, NJ
Past

November 26, 2012 - March 5, 2013

LARKIN POINT INVESTMENT ADVISORS LLC

RIA
CRD#: 165714
RUMSON, NJ
Past

July 19, 2001 - July 27, 2007

BEAR HUNTER STRUCTURED PRODUCTS LLC

BD
CRD#: 111198
NEW YORK, NY
Past

April 23, 2001 - July 20, 2007

BEAR WAGNER SPECIALISTS LLC

BD
CRD#: 32691
NEW YORK, NY
Past

October 1, 2000 - January 2, 2001

HUNTER SPECIALISTS, LLC

BD
CRD#: 43303
NEW YORK, NY
Past

September 7, 1999 - July 30, 2007

KV EXECUTION SERVICES LLC

BD
CRD#: 42093
NEW YORK, NY
Past

July 19, 1988 - February 16, 1999

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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: 11/24/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1995
General Securities Principal Examination

Current Firm


LP
LARKIN POINT INVESTMENT ADVISORS LLC
LARKIN POINT INVESTMENT ADVISORS LLC

CRD#: 165714 / SEC#: 801-78636

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Contact information


Main Address
36 Bingham Avenue, Rumson, NJ 07760
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LARKIN POINT INVESTMENT ADVISORS LLC FORM ADV PART 2A BROCHURE, MARCH 16, 2015 (9/8/2015)

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


LARKIN POINT INVESTMENT ADVISORS LLC

CRD#: 165714

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