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MF

Michael J. Fitzsimons

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CRD#: 209225
MF

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 J. Fitzsimons, who also goes by Michael Fitzsimons, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1973. Michael had worked at 5 firms and has passed the Series 63, SIE, Series 3, Series 1, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Fitzsimons

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

May 14, 2012 - October 16, 2017

CAIN BROTHERS & COMPANY, LLC

BD
CRD#: 13649
NEW YORK, NY
Past

March 17, 2010 - August 2, 2010

CAIN BROTHERS & COMPANY, LLC

BD
CRD#: 13649
NEW YORK, NY
Past

June 9, 2009 - August 7, 2009

CAIN BROTHERS & COMPANY, LLC

BD
CRD#: 13649
NEW YORK, NY
Past

February 22, 1990 - October 23, 2008

CAIN BROTHERS & COMPANY, LLC

BD
CRD#: 13649
NEW YORK, NY
Past

May 18, 1981 - June 13, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

April 19, 1977 - June 1, 1981

TRIPP & CO., INC.

BD
CRD#: 6967
Past

June 8, 1976 - May 15, 1977

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

June 23, 1975 - May 29, 1976

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488
Past

April 2, 1973 - July 5, 1975

REYNOLDS SECURITIES, INC.

BD
CRD#: 712

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: 7/1/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/19/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CB
CAIN BROTHERS & COMPANY, LLC
CAIN BROTHERS & COMPANY, INCORPORATED | CAIN BROTHERS, SHATTUCK & COMPANY, INCORPORATED | CAIN BROTHERS, SHATTUCK & COMPANY | CAIN BROTHERS & COMPANY, LLC

CRD#: 13649 / SEC#: , 8-43078

BD
Terminated by SEC on 03/04/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/18/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KEYBANC CAPITAL MARKETS INC.SOLE MEMBER566
DAVIDENKO, CHARITY ANNCHIEF COMPLIANCE OFFICER/VP COMPLIANCE4203342
FRAIMAN, ROBERT JAY JRCHIEF EXECUTIVE OFFICER, PRESIDENT1281268
THURMAN, RHETT DAVIDCHIEF ADMINISTRATIVE OFFICER, FINANCIAL & OPERATIONS PRINCIPAL4484341

Disclosures


Regulatory Event2

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


CAIN BROTHERS & COMPANY, LLC

CRD#: 13649

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