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MP

Michael A. Pagano

PEACHTREE PC INVESTORS
Atlanta, GA 30326
CRD#: 2693795
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MP
Michael Anthony PaganoPEACHTREE PC INVESTORS

Professional summary

Michael Anthony Pagano, who also goes by Mike Pagano, is a registered financial professional currently at PEACHTREE PC INVESTORS, LLC located in Atlanta, Georgia.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mike Pagano

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 Anthony Pagano'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

February 18, 2026 - Present

PEACHTREE PC INVESTORS, LLC

Office #1: One Alliance Center 3500 Lenox Road, Suite 625, Atlanta, GA 30326Office #2: 3500 Lenox Road Suite 625, Atlanta, GA 30326
BD
CRD#: 301004
Atlanta, GA
Past

October 25, 2019 - December 31, 2023

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
IRVING, TX
Past

October 25, 2019 - December 31, 2023

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

April 5, 2002 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
DALLAS, TX
Past

December 5, 2001 - March 17, 2005

1ST GLOBAL VENTURES, INC.

BD
CRD#: 104280
DALLAS, TX
Past

May 24, 2001 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

February 1, 2001 - May 25, 2001

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

September 27, 1999 - May 22, 2001

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

May 27, 1999 - November 2, 1999

PHOENIXLINK INVESTMENTS INC.

BD
CRD#: 37272
EAST HARTFORD, CT
Past

July 10, 1996 - September 22, 1999

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

January 30, 1996 - July 15, 1996

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/26/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 2/18/2026
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/10/1996
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/13/1996
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/20/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PEACHTREE PC INVESTORS, LLC
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC

CRD#: 301004 / SEC#: , 8-70317

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

Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Phone number
(678) 250-9368
Established
Georgia since 02/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PEACHTREE PC ADVISORS HOLDING, LLCOWNER
BEATON, DANIEL STEWARTFINOP4240769
CHO, WONHEE NMNPRESIDENT5903574
FRASIER, MICHAEL JOHNCHIEF COMPLIANCE OFFICER3013598

Red Flags

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

Company Information

PEACHTREE PC INVESTORS, LLC

CRD#: 301004Atlanta, GA 30326

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