Michelle D. Schechner
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.
Michelle Dejean Schechner, who also goes by A Michelle Dejean, Ann Michelle Dejean, was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 1992. Michelle had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 17, 2017 - May 31, 2022
CITI PRIVATE ALTERNATIVES, LLC
January 9, 2012 - May 31, 2022
CITIGROUP GLOBAL MARKETS INC.
November 28, 2011 - May 31, 2022
CITIGROUP GLOBAL MARKETS INC.
October 23, 2009 - November 16, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - November 16, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 5, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 23, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 8, 1998 - March 25, 1999
BANC ONE SECURITIES CORPORATION
April 20, 1992 - December 10, 1996
PNC CAPITAL MARKETS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CITI PRIVATE ALTERNATIVES, LLC
CRD#: 153777 / SEC#: 801-71561, 8-69789
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CITIGROUP INVESTMENT PARTNERS | MEMBER | |
| CONWAY, JOHN JAMES | PRINCIPAL FINANCIAL OFFICER (FINOP) | 1584619 |
| DE ANDRADE, ROBERTO CARLOS | MANAGER | 5841299 |
| JEAN-BAPTISTE, ALEX | CHIEF COMPLIANCE OFFICER | 6828963 |
| ODONNELL, DANIEL GLENN | MANAGER | 3160132 |
| ODONNELL, NIALL | PRINCIPAL OPERATIONS OFFICER | 6830897 |
| REMAK, MICHAEL DAVID | CEO/MANAGER | 2914374 |
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 18,347,749,864 |
Red Flags
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