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MP

Michael J. Pata

AEGIS CAPITAL
Melville, NY 11747
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CRD#: 2699862
MP

Professional summary


Michael John Pata is a registered financial professional currently at AEGIS CAPITAL CORP. located in Melville, New York and ACCEPTUS CAPITAL CORP. located in Port Washington, New York.

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, SIE, Series 7, Series 4 and Series 24 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 John Pata'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 19, 2010 - Present

AEGIS CAPITAL CORP.

Office #1: 1305 Walt Whitman Rd Suite 120, Melville, NY 11747
RIA
BD
CRD#: 15007
Melville, NY
Current

November 30, 2016 - Present

ACCEPTUS CAPITAL CORP.

Office #1: 22 Country Club Drive, Port Washington, NY 11050
BD
CRD#: 282755
Port Washington, NY
Past

August 19, 2002 - March 2, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
FARMINGDALE, NY
Past

May 10, 2001 - August 20, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

April 12, 2000 - May 1, 2001

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 9, 1998 - May 9, 2000

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 19628
DALLAS, TX
Past

July 16, 1996 - December 23, 1997

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

March 4, 1996 - July 11, 1996

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 19628
DALLAS, TX

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
(2/19/2010)
RR
Alaska
(3/15/2010)
RR
Arizona
(4/15/2010)
RR
Arkansas
(3/14/2011)
RR
California
(3/8/2010)
RR
Colorado
(5/9/2011)
RR
Connecticut
(3/16/2010)
RR
Delaware
(3/4/2010)
RR
District of Columbia
(2/19/2010)
RR
Florida
(2/16/2012)
RR
Georgia
(3/9/2010)
RR
Hawaii
(4/7/2010)
RR
Idaho
(2/24/2010)
RR
Illinois
(2/19/2010)
RR
Indiana
(3/3/2010)
RR
Iowa
(3/4/2010)
RR
Kansas
(3/16/2010)
RR
Kentucky
(3/3/2010)
RR
Louisiana
(2/19/2010)
RR
Maine
(3/17/2010)
RR
Maryland
(2/19/2010)
RR
Massachusetts
(3/10/2010)
RR
Michigan
(3/18/2010)
RR
Minnesota
(2/19/2010)
RR
Mississippi
(2/19/2010)
RR
Missouri
(5/10/2010)
RR
Montana
(3/4/2010)
RR
Nebraska
(2/19/2010)
RR
Nevada
(5/15/2018)
RR
New Hampshire
(2/19/2010)
RR
New Jersey
(3/18/2010)
RR
New Mexico
(3/26/2010)
RR
New York
(2/19/2010)
RR
North Carolina
(2/19/2010)
RR
North Dakota
(3/30/2010)
RR
Ohio
(2/22/2012)
RR
Oklahoma
(3/5/2010)
RR
Oregon
(4/21/2010)
RR
Pennsylvania
(3/2/2010)
RR
Puerto Rico
(2/19/2010)
RR
Rhode Island
(2/19/2010)
RR
South Carolina
(2/23/2010)
RR
South Dakota
(2/19/2010)
RR
Tennessee
(1/21/2016)
RR
Texas
(6/4/2010)
RR
Utah
(3/24/2025)
RR
Vermont
(3/16/2010)
RR
Virginia
(3/23/2010)
RR
Washington
(2/22/2010)
RR
West Virginia
(2/19/2010)
RR
Wisconsin
(4/9/2010)
RR
Wyoming
(2/19/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 3/11/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AC
ACCEPTUS CAPITAL CORP.
ACCEPTUS CAPITAL CORP.

CRD#: 282755 / SEC#: , 8-69734

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


Main Address
22 Country Club Drive, Port Washington, NY 11050
Mailing Address
22 Country Club Drive, Port Washington, NY 11050
Phone number
(516) 236-0074
Established
New York since 09/11/2015
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#
JPDLAP CORP.DIRECT OWNER
GIORDANO, JOSEPH MICHAELCHIEF EXECUTIVE OFFICER2278341
NIXON, JON ALANFINOP4710715
RAMOS, CESAR JRCCO3030824

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


ACCEPTUS CAPITAL CORP.

CRD#: 282755Melville, NY 11747

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