GS
Gerald T. St. Cin
OLIVER LAGORE VANVALIN INVESTMENT GROUP
FLINT, MI 48502
Some features on this profile are disabled
CRD#: 2560068
GS
Professional summary
Gerald Timothy St. Cin, who also goes by Gerald Timothy St Cin, Tim Stcin, Gerald Timothy Stcin, is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Flint, Michigan and AE FINANCIAL SERVICES, LLC located in Flint, Michigan.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Gerald has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gerald Timothy St Cin | Tim Stcin | Gerald Timothy Stcin
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.
1.) MICHIGAN HIGH SCHOOL ATHLETIC ASSOCIATION; NOT INVESTMENT-RELATED; 1661 RAMBLE WOOD DRIVE, EAST LANSING, MI 48823; SPORTS; REFEREE, UMPIRE; START DATE 09/2011; APPROX 12 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; OFFICIATES SPORTS ACROSS THE STATE OF MICHIGAN. 2.) OLIVER LAGORE VANVALIN (OLV) INVESTMENT GROUP; YES INVESTMENT-RELATED; 607 E. SECOND AVENUE STE. 100, FLINT, MI 48502; RIA; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 12/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 3.) GENESEE COUNTY COACHES AND OFFICIALS ASSOCIATION; NOT INVESTMENT-RELATED; (OFFICE ADDRESS); SPORTS ASSOCIATION; SOFTBALL DIRECTOR; START DATE 01/2021; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; TRAIN SOFTBALL UMPIRES, MAINTAIN MEMBER IN GOOD STANDING 4.) NOTARY PUBLIC; INVESTMENT RELATED: NO; 1209 BONNIE SUE DR, FLUSHING, MI 48433; NATURE: NOTARY; POSITION: NOTARY PUBLIC; START DATE: 06/2019; 1 HR/MO; 1 HR/MO DURING SECURITY TRADING HOURS. 5.)BOARD MEMBER POSITION: NATURE:Purpose is to provide a place for people to camp, mainly Church of God members. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2018 ADDRESS: 8489 N Bagley Rd, St. Louis MI 48880, United States DESCRIPTION: I am only a board member that votes on items as they arise through the agenda.
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Timothy St. Cin'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®
NoneExperience
Current
December 15, 2021 - Present
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
Office #1: 607 East Second Avenue Suite 100, Flint, MI 48502RIA
CRD#: 312989
FLINT, MI
Current
January 7, 2022 - Present
AE FINANCIAL SERVICES, LLC
Office #1: 607 E 2nd Ave Suite 100, Flint, MI 48502BD
CRD#: 298608
Flint, MI
Past
September 28, 2010 - November 15, 2021
MORGAN STANLEY
RIA
CRD#: 149777
Grand Blanc, MI
Past
June 1, 2009 - November 15, 2021
MORGAN STANLEY
BD
CRD#: 149777
Grand Blanc, MI
Past
November 20, 2000 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
FLINT, MI
Past
December 1, 1995 - November 22, 2000
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arkansas(2/2/2022)
RR
Colorado(1/7/2022)
RR
Florida(1/7/2022)
RR
Illinois(1/7/2022)
RR
Maryland(2/2/2022)
IAR
Michigan(12/15/2021)
RR
Michigan(1/7/2022)
RR
New York(1/7/2022)
RR
Ohio(1/10/2022)
RR
Tennessee(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
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Contact information
Main Address
607 East Second Avenue Suite 100, Flint, MI 48502
Mailing Address
Phone number
(810) 744-4450
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,606 |
| AUM (Assets Under Management) | $ 607,147,202 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
