MR
Michael J. Rebibo
ATEGRA CAPITAL MANAGEMENT
Vienna, VA 22182
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CRD#: 1979298
MR
Professional summary
Michael James Rebibo, CFP® is a registered financial advisor currently at ATEGRA CAPITAL MANAGEMENT, LLC located in Vienna, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. Jera Partners, LLC; investment-related; 8229 Boone Blvd. Suite 305, Vienna, VA 22182; Real Estate Asset Manager; Managing Partner, 06/2019; 4 hours per week; Primarily Property Management of net Leased Properties. 2. Jera Capital Management, LLC, investment-related; 8229 Boone Blvd. Suite 305, Vienna, VA 22182; Real Estate Investment Company; Managing Partner; 06/2019; 1 hour per month; Approve distributions. 3. Trustar Bank; investment-related; 1650 Tysons Blvd. Suite 1150, Mclean, VA. 22102; Community Bank; Director; 07/2019; 2 hours per week; Chair ALCO committee and attend monthly board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Rebibo's 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®
Experience
Current
July 12, 2024 - Present
ATEGRA CAPITAL MANAGEMENT, LLC
Office #1: 8229 Boone Blvd Suite 300, Vienna, VA 22182RIA
CRD#: 164245
Vienna, VA
Past
August 25, 2015 - January 2, 2018
1ST PORTFOLIO WEALTH ADVISORS
RIA
CRD#: 269855
FAIRFAX, VA
Past
April 13, 2005 - August 25, 2015
1ST PORTFOLIO WEALTH ADVISORS
RIA
CRD#: 134901
FAIRFAX, VA
Past
January 1, 1993 - December 31, 1994
MASON SECURITIES, INC.
BD
CRD#: 12967
Past
September 13, 1989 - December 21, 1990
MONTGOMERY EQUITIES, INC.
BD
CRD#: 13309
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ATEGRA CAPITAL MANAGEMENT, LLC
ATEGRA CAPITAL MANAGEMENT, LLC
CRD#: 164245 / SEC#: 801-112827
RIA
Registered Investment Advisory firm - (4/13/2018 Approved)Virginia
Registered Investment Advisory firm - (5/21/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(7/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AC
ATEGRA CAPITAL MANAGEMENT, LLC
ATEGRA CAPITAL MANAGEMENT, LLC
CRD#: 164245 / SEC#: 801-112827
RIA
Registered Investment Advisory firm - (4/13/2018 Approved)Virginia
Registered Investment Advisory firm - (5/21/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8229 Boone Blvd Suite 300, Vienna, VA 22182
Mailing Address
Phone number
(703) 564-9131
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 153,140,762 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 12/5/2017 |
| Virginia | ERA - Withdrawn | 1/10/2017 |
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.
