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MA

Michael C. Alessi

SC&H CAPITAL
Columbia, MD 21044
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CRD#: 2689968
MA

Professional summary


Michael Charles Alessi is a registered financial professional currently at SC&H CAPITAL CORPORATION located in Columbia, Maryland.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 7 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 55, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Charles Alessi'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

April 28, 2017 - Present

SC&H CAPITAL CORPORATION

Office #1: 11000 Broken Land Parkway 5th Floor, Columbia, MD 21044
BD
CRD#: 148291
Columbia, MD
Past

November 11, 2011 - March 9, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
BALTIMORE, MD
Past

August 25, 2004 - September 6, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TOWSON, MD
Past

March 14, 2003 - September 6, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 9, 1997 - December 6, 2001

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

September 1, 1997 - January 22, 1998

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

February 11, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

May 20, 1996 - July 29, 1996

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

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
Maryland
(4/28/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 5/1/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/8/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SC
SC&H CAPITAL CORPORATION
DOING BUSINESS AS "SC&H CAPITAL" | STOUT CAUSEY CAPITAL CORPORATION | SC&H CAPITAL CORPORATION

CRD#: 148291 / SEC#: , 8-68003

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


Main Address
11000 Broken Land Parkway, Columbia, MD 21044
Mailing Address
11000 Broken Land Parkway, Columbia, MD 21044
Phone number
(410) 988-1359
Established
Maryland since 10/25/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
SC&H GROUP, INC.OWNER
HOPKINS, THOMAS JOHNFINOP/CFO1835087
ROBERSON, MATTHEW ROSSPRESIDENT/CEO/CHIEF COMPLIANCE OFFICER5590099

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


SC&H CAPITAL CORPORATION

CRD#: 148291Columbia, MD 21044

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