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ML

Michael C. Lastihenos

PHX FINANCIAL
Hauppauge, NY 11788
Some features on this profile are disabled
CRD#: 2621258
ML

Professional summary


Michael Christopher Lastihenos, who also goes by Michael Christpher Lastihenos, is a registered financial professional currently at PHX FINANCIAL, INC. located in Hauppauge, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 14 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Christpher Lastihenos

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 Christopher Lastihenos'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

September 26, 2023 - Present

PHX FINANCIAL, INC.

Office #1: 150 Motor Parkway Suite 309, Hauppauge, NY 11788
BD
CRD#: 144403
Hauppauge, NY
Past

July 20, 2022 - September 12, 2023

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Melville, NY
Past

May 31, 2016 - July 21, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
MELVILLE, NY
Past

February 23, 2012 - May 31, 2016

WILMINGTON CAPITAL SECURITIES, LLC

BD
CRD#: 133839
New York, NY
Past

December 5, 2011 - March 5, 2012

MM GLOBAL SECURITIES, INC.

BD
CRD#: 2509
MELVILLE, NY
Past

March 18, 2010 - March 19, 2010

WALLSTREET*E FINANCIAL SERVICES, INC.

BD
CRD#: 43896
CORAL GABLES, FL
Past

January 8, 2009 - December 22, 2011

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
WOODBURY, NY
Past

December 3, 2007 - January 20, 2009

WHITAKER SECURITIES LLC

BD
CRD#: 121465
UNIONDALE, NY
Past

May 23, 2007 - December 17, 2007

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
WOODBURY, NY
Past

September 5, 2006 - May 21, 2007

OPPENHEIMER & CO. INC.

BD
CRD#: 249
JERICHO, NY
Past

March 17, 2006 - September 7, 2006

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

October 15, 2004 - June 5, 2006

GRANITE ASSOCIATES, INC

BD
CRD#: 46682
MELVILLE, NY
Past

November 20, 2002 - October 26, 2004

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

August 7, 1995 - November 20, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

July 14, 1995 - August 14, 1995

LANDMARK INTERNATIONAL EQUITIES

BD
CRD#: 25098
WESTBURY, NY

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
Alabama
(10/2/2023)
RR
Alaska
(9/26/2023)
RR
Arizona
(9/26/2023)
RR
California
(9/26/2023)
RR
Colorado
(10/4/2023)
RR
Connecticut
(10/2/2023)
RR
Florida
(9/26/2023)
RR
Georgia
(9/28/2023)
RR
Hawaii
(12/10/2024)
RR
Indiana
(10/2/2023)
RR
Iowa
(10/3/2023)
RR
Kentucky
(6/24/2025)
RR
Maryland
(9/26/2023)
RR
Michigan
(9/26/2023)
RR
Minnesota
(10/3/2023)
RR
Mississippi
(9/26/2023)
RR
Nebraska
(1/3/2025)
RR
New Jersey
(9/26/2023)
RR
New York
(9/26/2023)
RR
North Carolina
(9/26/2023)
RR
Ohio
(10/2/2023)
RR
Oklahoma
(9/26/2023)
RR
Oregon
(1/6/2025)
RR
Pennsylvania
(9/26/2023)
RR
Rhode Island
(9/26/2023)
RR
South Carolina
(9/26/2023)
RR
Texas
(9/26/2023)
RR
Virginia
(9/26/2023)
RR
Washington
(9/26/2023)
RR
Wisconsin
(9/26/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/2/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/24/1998
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

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


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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


PHX FINANCIAL, INC.

CRD#: 144403Hauppauge, NY 11788

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