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MH

Michelle E. Halpin

GRAND CENTRAL INVESTMENT GROUP
TAMPA, FL 33606
Some features on this profile are disabled
CRD#: 2209424
MH

Professional summary

Michelle Eri Halpin is a registered financial advisor currently at GRAND CENTRAL INVESTMENT GROUP, LLC located in Tampa, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michelle has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Eri Halpin'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

February 3, 2015 - Present

GRAND CENTRAL INVESTMENT GROUP, LLC

Office #1: 324 S. Hyde Park Ave. Suite 390, Tampa, FL 33606
RIA
CRD#: 172537
TAMPA, FL
Past

September 17, 2014 - September 26, 2014

GRAND CENTRAL INVESTMENT GROUP, LLC

RIA
CRD#: 172537
TAMPA, FL
Past

February 24, 2006 - February 4, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
TAMPA, FL
Past

February 14, 2006 - February 4, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
TAMPA, FL
Past

October 1, 1999 - February 10, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TAMPA, FL
Past

October 1, 1999 - February 10, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TAMPA, FL
Past

September 17, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

May 26, 1992 - September 13, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 4, 1992 - June 3, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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".
GC
GRAND CENTRAL INVESTMENT GROUP, LLC
GRAND CENTRAL INVESTMENT GROUP, LLC | PCCB, LLC

CRD#: 172537 / SEC#: 801-81080

RIA
Registered Investment Advisory firm - (3/4/2015 Approved)
Florida
Registered Investment Advisory firm - (3/9/2015 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
Florida
(2/3/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/24/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/4/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/1992
General Securities Representative Examination

Current Firm

GC
GRAND CENTRAL INVESTMENT GROUP, LLC
GRAND CENTRAL INVESTMENT GROUP, LLC | PCCB, LLC

CRD#: 172537 / SEC#: 801-81080

RIA
Registered Investment Advisory firm - (3/4/2015 Approved)
Florida
Registered Investment Advisory firm - (3/9/2015 Terminated)
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Contact information

Main Address
324 S. Hyde Park Ave. Suite 390, Tampa, FL 33606
Mailing Address
Phone number
(813) 251-4200
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (11/5/2025)
WRAP BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts355
AUM (Assets Under Management)$ 130,406,076

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

GRAND CENTRAL INVESTMENT GROUP, LLC

CRD#: 172537Tampa, FL 33606

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Contact information

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