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MH

Michael G. Hegyan

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CRD#: 1886283
MH

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 George Hegyan JR, who also goes by Michael George Hegyan, Michael George Hegyan Jr, Michael George Hegyan Jr., was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1990. Michael had worked at 24 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael George Hegyan | Michael George Hegyan Jr | Michael George Hegyan Jr.

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

January 29, 2014 - February 13, 2014

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
CHICAGO, IL
Past

October 31, 2013 - December 20, 2013

FOREST SECURITIES,INC.

BD
CRD#: 16255
HILLSIDE, IL
Past

May 28, 2009 - November 17, 2009

OPPENHEIMER & CO. INC.

BD
CRD#: 249
GRAND BLANC, MI
Past

February 25, 2009 - April 17, 2009

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
CHICAGO, IL
Past

July 9, 2008 - January 13, 2009

GMS GROUP

BD
CRD#: 8000
MIAMI, FL
Past

May 19, 2008 - July 14, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CORAL GABLES, FL
Past

November 19, 2007 - April 18, 2008

INTEROCEAN SECURITIES LLC

BD
CRD#: 141077
CHICAGO, IL
Past

July 26, 2007 - November 12, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LOMBARD, IL
Past

June 18, 2007 - November 12, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LOMBARD, IL
Past

December 18, 2006 - June 20, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CHICAGO, IL
Past

October 26, 2004 - June 20, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CHICAGO, IL
Past

June 7, 2004 - September 29, 2004

OBS BROKERAGE SERVICES, INC.

BD
CRD#: 104281
WHITEHOUSE, OH
Past

December 9, 2003 - May 3, 2004

CHARTER ONE SECURITIES, INC.

BD
CRD#: 13373
CLEVELAND, OH
Past

February 7, 2002 - June 25, 2003

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

September 30, 1999 - January 7, 2002

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

May 24, 1999 - September 8, 1999

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

August 6, 1998 - April 6, 1999

BELLE HAVEN INVESTMENTS, L.P.

BD
CRD#: 29278
RYE BROOK, NY
Past

February 13, 1998 - July 22, 1998

UNITED CALIFORNIA SECURITIES, INC.

BD
CRD#: 25307
ENCINO, CA
Past

July 7, 1997 - October 9, 1997

NORTH AMERICAN FINANCIAL GROUP, INC.

BD
CRD#: 22273
WARREN, MI
Past

April 2, 1996 - August 6, 1996

SEGER FINANCIAL, INC.

BD
CRD#: 31000
BIRMINGHAM, MI
Past

March 6, 1996 - March 15, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 6, 1996 - March 15, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 28, 1993 - April 11, 1995

FIRST OF MICHIGAN CORPORATION

BD
CRD#: 311
DETROIT, MI
Past

March 12, 1992 - August 13, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 18, 1991 - March 20, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 23, 1990 - April 5, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 27, 1990 - September 26, 1990

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ
Past

April 24, 1990 - July 9, 1990

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, 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: 12/11/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

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


Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures


Regulatory Event5
Arbitration1

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


AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001

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