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Michael P. Mccauley

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CRD#: 2325083
MM

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 Patrick Mccauley was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1993. Michael had worked at 6 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 6, Series 24 and Series 8 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

January 25, 2016 - July 31, 2020

WILLIAM O'NEIL SECURITIES

BD
CRD#: 894
BOSTON, MA
Past

January 6, 2009 - April 23, 2012

PYRAMIS DISTRIBUTORS CORPORATION LLC

BD
CRD#: 146430
SMITHFIELD, RI
Past

January 1, 2008 - January 30, 2009

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

March 7, 2002 - November 29, 2005

PULSE TRADING, INC.

BD
CRD#: 104022
BOSTON, MA
Past

May 24, 1994 - February 19, 2002

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
SMITHFIELD, RI
Past

March 10, 1993 - May 16, 1994

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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: 4/11/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/16/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/2/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WO
WILLIAM O'NEIL SECURITIES
O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES | WILLIAM O'NEIL & COMPANY, INCORPORATED | WILLIAM O'NEIL & CO., INCORPORATED | WILLIAM O'NEIL & CO. INCORPORATED | O'NEIL SECURITIES, INCORPORATED

CRD#: 894 / SEC#: , 8-11763

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


Main Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110
Mailing Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110
Phone number
(617) 936-8584
Established
California since 11/07/1963
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
O'NEIL CAPITAL MANAGEMENT INC.PARENT COMPANY
ACHEKIAN, TROFINANCE MANAGER, FINOP7864191
JANNETTA, GREGORY SAMUELCHIEF EXECUTIVE OFFICER2557823
MASOTTI, ALEXANDER VICTORGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER6375390

Disclosures


Regulatory Event4

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


WILLIAM O'NEIL SECURITIES

CRD#: 894

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