Michael J. Birenbach

ORCHESTRAL FINANCIAL GROUP

Amherst, NY 14228

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CRD#: 2608519

Professional summary

Michael Jay Birenbach, CFP®, who also goes by Michael J Birenbach, is a registered financial advisor currently at ORCHESTRAL FINANCIAL GROUP INC. located in Amherst, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 7 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J Birenbach

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) ORCHESTRAL FINANCIAL GROUP, TAX PREPARATION SERVICES, NOT INVESTMENT RELATED, 1404 SWEET HOME RD, SUITE 8, AMHERST, NY 14228 , START 1/96, 30 HRS./MONTH, JAN-APR. ONLY, 0 HRS.DURING TRADING 2) MICHAEL BIRENBACH, AGENT, LIFE & LONG TERM CARE INSURANCE SALES, START 8/04, NOT INVESTMENT RELATED, 5 HRS./MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Birenbach'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

August 3, 2021 - Present

ORCHESTRAL FINANCIAL GROUP INC.

Office #1: 1404 Sweet Home Rd., Ste. 8, Amherst, NY 14228

RIA

CRD#: 144346

Amherst, NY

Past

July 17, 2007 - April 30, 2010

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

AMHERST, NY

Past

December 16, 2004 - July 17, 2007

CADARET, GRANT & CO., INC.

CRD#: 10641

AMHERST, NY

Past

March 26, 2004 - January 3, 2005

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

WILLIAMSVILE, NY

Past

January 2, 2003 - January 3, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

January 6, 1998 - December 31, 2002

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

August 31, 1995 - January 7, 1998

ESSEX CAPITAL MARKETS, INC.

CRD#: 11896

ROCHESTER, NY

Past

June 12, 1995 - October 4, 1995

CUSHING CAPITAL CORPORATION

CRD#: 5881

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.

Highlighted states indicate IAR registrations

IAR

New York
(8/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/9/1995

General Securities Representative Examination

Current Firm

ORCHESTRAL FINANCIAL GROUP INC.

ORCHESTRAL FINANCIAL GROUP INC. | ORCHESTRAL FINANCIAL GROUP, INC.

CRD#: 144346 / SEC#:

New York

Registered Investment Advisory firm - (8/16/2007 Approved)

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Contact information

Main Address

1404 Sweet Home Rd., Ste. 8, Amherst, NY 14228

Mailing Address

Phone number

(716) 691-4288

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 14,810,236

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael J. Birenbach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Birenbach's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORCHESTRAL FINANCIAL GROUP INC.

PURSHE KAPLAN STERLING INVESTMENTS

CADARET, GRANT & CO., INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

AVANTAX INVESTMENT SERVICES, INC.

ESSEX CAPITAL MARKETS, INC.

CUSHING CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2003

Series 63

Date: 4/21/1995

Series 7

Date: 6/9/1995

Current Firm

ORCHESTRAL FINANCIAL GROUP INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORCHESTRAL FINANCIAL GROUP INC.

TRUST BUT VERIFY

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