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ML

Michael W. Lau

WHITEHALL CAPITAL MARKETS LLC
New York, NY 10007
Some features on this profile are disabled
CRD#: 2424827
ML

Professional summary


Michael Willis Lau III, who also goes by Mike Lau, is a registered financial professional currently at WHITEHALL CAPITAL MARKETS LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Lau

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 Michael Willis Lau III'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

June 30, 2025 - Present

WHITEHALL CAPITAL MARKETS LLC

Office #1: One World Trade Center 84th Floor, New York, NY 10007
BD
CRD#: 158885
New York, NY
Past

March 28, 2022 - June 30, 2023

MCAP LLC

BD
CRD#: 139515
New York, NY
Past

September 25, 2008 - November 19, 2020

MCAP LLC

BD
CRD#: 139515
New York, NY
Past

May 11, 2006 - July 8, 2008

STONEX FINANCIAL INC.

BD
CRD#: 45993
NEW YORK, NY
Past

June 4, 2002 - May 8, 2006

PORTIGON SECURITIES INC.

BD
CRD#: 10050
NEW YORK, NY
Past

October 1, 1998 - March 13, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

December 14, 1993 - October 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA

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
Connecticut
(6/30/2025)
RR
New York
(7/3/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/30/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WC
WHITEHALL CAPITAL MARKETS LLC
WHITEHALL CAPITAL MARKETS LLC

CRD#: 158885 / SEC#: , 8-68936

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


Main Address
One World Trade Center 84th Floor, New York, NY 10007
Mailing Address
One World Trade Center 84th Floor, New York, NY 10007
Phone number
(212) 205-1399
Established
Delaware since 05/12/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 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#
WHITEHALL & COMPANY LLCSOLE MEMBER
CODY, JONATHAN PETERMANAGING DIRECTOR, CFO4405357
EFREM, KATHY KHATINAFINOP3248100
PAGE, TIMOTHY ANDREWMANAGING DIRECTOR, CCO2998752

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


WHITEHALL CAPITAL MARKETS LLC

CRD#: 158885New York, NY 10007

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