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MM

Michele S. Mateuszczyk

BEACONS STRATEGIC CAPITAL
CARLSBAD, CA 92011
Some features on this profile are disabled
CRD#: 2413565
MM

Professional summary

Michele Stacey Mateuszczyk, who also goes by Michele Stacey Bligh, Michele Stacey Kanhor, Michele Stacey Kantor, Michele S Mateuszczyk, is a registered financial professional currently at BEACONS STRATEGIC CAPITAL, INC. located in Carlsbad, California.

Michele is registered as a RR (Registered Representative) and started their career in finance in 1997. Michele has worked at 10 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michele Stacey Bligh | Michele Stacey Kanhor | Michele Stacey Kantor | Michele S Mateuszczyk

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) - BD

Click below to view Michele Stacey Mateuszczyk's 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

March 30, 2026 - Present

BEACONS STRATEGIC CAPITAL, INC.

Office #1: 1054 Snipe Ct., Carlsbad, CA 92011
BD
CRD#: 32754
CARLSBAD, CA
Past

July 16, 2021 - February 5, 2026

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
Delray Beach, FL
Past

September 3, 2015 - July 8, 2021

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
DELRAY BEACH, FL
Past

November 22, 2010 - September 10, 2015

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
NEW YORK, NY
Past

July 14, 2010 - August 27, 2010

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
NEW YORK, NY
Past

November 25, 2003 - July 19, 2010

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
NEW YORK, NY
Past

January 2, 2002 - August 8, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

February 14, 2000 - January 2, 2002

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

September 29, 1999 - January 24, 2000

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 5, 1998 - July 2, 1999

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

May 16, 1997 - September 8, 1998

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

March 26, 1997 - April 17, 1997

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/30/2026)
RR
Florida
(3/30/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/12/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/8/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/5/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm

BS
BEACONS STRATEGIC CAPITAL, INC.
BEACONS STRATEGIC CAPITAL, INC. | MARK J. MULLER EQUITIES, INC.

CRD#: 32754 / SEC#: , 8-41221

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Contact information

Main Address
1054 Snipe Ct., Carlsbad, CA 92011
Mailing Address
14 Wall Street 20th Floor, New York, NY 10005
Phone number
(760) 212-0216
Established
New York since 03/07/1989
Firm type
Corporation
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MILLER, JOE HENRY JRCEO/CCO1172989
KRIM, ALAN MITCHELLFINOP2785337
MULLER, MARK JEFFREYGSP, NYSE FLOOR SUPERVISOR, SENIOR V.P.871286

Disclosures

Regulatory Event1

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

BEACONS STRATEGIC CAPITAL, INC.

CRD#: 32754Carlsbad, CA 92011

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