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Gilles Y. Michaud

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CRD#: 2264470
GM

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.

Gilles Yvon Michaud was a registered financial professional .

Gilles is a previously registered financial professional and started their career in finance in 1993. Gilles had worked at 13 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

October 7, 2013 - October 29, 2014

STONECREST CAPITAL MARKETS, INC.

BD
CRD#: 39616
Charleston, SC
Past

August 30, 2010 - April 18, 2012

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
CHARLESTON, SC
Past

June 22, 2009 - April 19, 2010

COHEN & COMPANY SECURITIES, LLC

BD
CRD#: 149758
NEW YORK, NY
Past

January 26, 2009 - April 16, 2009

BRIGHT TRADING, LLC

BD
CRD#: 34702
HENDERSON, NV
Past

October 7, 2008 - January 22, 2009

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NEW YORK, NY
Past

February 27, 2007 - July 2, 2008

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

October 14, 2005 - October 13, 2006

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

February 18, 2004 - February 2, 2007

CANTOR FITZGERALD & CO.

BD
CRD#: 134
CHARLOTTE, NC
Past

August 13, 2002 - February 25, 2004

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

March 18, 2002 - July 24, 2002

BROADPOINT DESCAP

BD
CRD#: 14997
NEW YORK, NY
Past

March 28, 2001 - December 19, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

November 19, 1996 - April 25, 2001

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

February 24, 1993 - November 18, 1996

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC

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: 5/24/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SC
STONECREST CAPITAL MARKETS, INC.
REDWINE & COMPANY, INC. | STONECREST PARTNERS | STONECREST CAPITAL MARKETS, INC.

CRD#: 39616 / SEC#: , 8-48754

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


Main Address
300 W. 6th St. Suite 1550, Austin, TX 78701
Mailing Address
300 W. 6th St. Suite 1550, Austin, TX 78701
Phone number
(512) 275-6515
Established
North Carolina since 10/20/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 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#
STONECREST HOLDINGS, LLCPARENT COMPANY
HEFFRON, PAULA KAYCHIEF COMPLIANCE OFFICER4901921
JONES, DAVID BENNETT JRCHIEF OPERATING OFFICER4915605
KRIEWALD, JESSICAFINOP7052634
RANDOLPH, JOHN SCOTTCHIEF EXECUTIVE OFFICER1848519
WEIBEL, DAVIDDIRECTOR5688056

Disclosures


Regulatory Event5

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


STONECREST CAPITAL MARKETS, INC.

CRD#: 39616

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