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MD

Michael B. Doyle

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CRD#: 2163573
MD

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 Britt Doyle, who also goes by Britt Doyle, was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1991. Michael had worked at 7 firms and has passed the Series 65, Series 63, Series 31, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Britt Doyle

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 9, 2012 - April 17, 2014

GORDIAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 160508
MILL VALLEY, CA
Past

December 15, 2011 - August 7, 2014

SANCTUARY SECURITIES LLC

BD
CRD#: 144091
MILL VALLEY, CA
Past

November 10, 2011 - August 7, 2014

CROSSPOINT CAPITAL MANAGEMENT

RIA
CRD#: 150212
MILL VALLEY, CA
Past

October 24, 2008 - November 8, 2011

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN FRANCISCO, CA
Past

October 24, 2008 - November 8, 2011

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN FRANCISCO, CA
Past

July 8, 1997 - November 6, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MENLO PARK, CA
Past

April 28, 1997 - November 6, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MENLO PARK, CA
Past

October 18, 1994 - April 30, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 16, 1991 - October 19, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
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: 1/20/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/18/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 12/9/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 3
Date: 12/16/1991
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/13/1991
General Securities Representative Examination

Current Firm

GC
GORDIAN CAPITAL MANAGEMENT, LLC
GORDIAN CAPITAL MANAGEMENT, LLC

CRD#: 160508 / SEC#:

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Contact information

Main Address
100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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 / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
CaliforniaERA - Withdrawn11/20/2015

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

GORDIAN CAPITAL MANAGEMENT, LLC

CRD#: 160508

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