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MT

Michael E. Tobin

ACCESS SECURITIES
NEW CANAAN, CT 06840
Some features on this profile are disabled
CRD#: 2148610
MT

Professional summary


Michael Edward Tobin JR, who also goes by Michael Edward Tobin, is a registered financial professional currently at ACCESS SECURITIES, LLC located in New Canaan, Connecticut.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1992. Michael has worked at 4 firms and has passed the Series 63, SIE, Series 82, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Edward Tobin

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) - BD


Click below to view Michael Edward Tobin JR's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 6, 2024 - Present

ACCESS SECURITIES, LLC

Office #1: 140 Elm Street Suite 7, New Canaan, CT 06840
BD
CRD#: 22455
NEW CANAAN, CT
Past

February 13, 2017 - December 7, 2022

ACCESS SECURITIES, LLC

BD
CRD#: 22455
STAMFORD, CT
Past

January 4, 2006 - October 17, 2006

DELPHOS MMJ L.P.

BD
CRD#: 137389
NEW YORK, NY
Past

September 2, 2005 - December 31, 2005

NIGHTHAWK PARTNERS INC.

BD
CRD#: 44134
AUSTIN, TX
Past

March 5, 1992 - September 20, 1995

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/6/2024)
RR
Connecticut
(5/7/2024)
RR
Florida
(5/6/2024)
RR
Illinois
(6/5/2024)
RR
New Jersey
(6/4/2024)
RR
New York
(6/12/2024)
RR
Texas
(5/7/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/13/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ACCESS SECURITIES, LLC
ACCESS SECURITIES, INC. | ACCESS SECURITIES, LLC

CRD#: 22455 / SEC#: , 8-39729

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


Main Address
140 Elm Street Suite 7, New Canaan, CT 06840
Mailing Address
140 Elm Street Suite 7, New Canaan, CT 06840
Phone number
(203) 322-3377
Established
Delaware since 05/30/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LEPERCQ DE NEUFLIZE & CO., INCORPORATEDMEMBER
CRAWFORD, SHARI JEANNESECRETARY (2/2024) AND CFO (01/2010), AMLCO AND GSP AND CCO2387030
FELDMAN, RICHARD MARKFINOP2273453
FREMED, JOSHUA MARCSOLE MANAGER4985772
GOING, MICHAEL LEEPRESIDENT/CEO, GSP4687384

Disclosures


Regulatory Event3

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


ACCESS SECURITIES, LLC

CRD#: 22455New Canaan, CT 06840

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