Michael A. Kahn

COROLLARY CAPITAL LLC

Ocean, NJ

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CRD#: 2698374

Professional summary

Michael Andrew Kahn is a registered financial advisor currently at COROLLARY CAPITAL LLC located in Ocean, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Michael Andrew Kahn'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

October 19, 2011 - Present

COROLLARY CAPITAL LLC

RIA

CRD#: 158521

Ocean, NJ

Past

September 16, 1996 - May 5, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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 Jersey
(10/19/2011)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/14/1996

General Securities Representative Examination

Current Firm

COROLLARY CAPITAL LLC

COROLLARY CAPITAL LLC | COROLLARY HOLDINGS

CRD#: 158521 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/19/2011 Approved)

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Contact information

Main Address

Ocean, NJ

Mailing Address

Phone number

(732) 610-4339

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 366,342

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 A. Kahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Kahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

COROLLARY CAPITAL LLC

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2011

Series 7

Date: 9/14/1996

Current Firm

COROLLARY CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COROLLARY CAPITAL LLC

TRUST BUT VERIFY

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