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MP

Mickey M. Payne

ADVISORS ON CALL
Newport Beach, CA 92660
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CRD#: 2752996
MP

Professional summary


Mickey Mitsuo Payne, who also goes by Mickey Mitsuo Payne, Mickey Payne, is a registered financial advisor currently at ADVISORS ON CALL located in Newport Beach, California.

Mickey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mickey has worked at 6 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mickey Mitsuo Payne | Mickey Payne

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.
(1) TELEIOS BACK OFFICE SOLUTIONS/DBA GOLDEN BRIDGE INVESTMENTS; NOT INVESTMENT-RELATED; 4350 VON KARMON AVENUE, SUITE 200, NEWPORT BEACH, CA 92660; PROVIDING BOOKKEEPING & CONSULTING SERVICES TO RAISE CAPITAL FOR ALTERNATIVE INVESTMENTS; PRESIDENT; START: 1/25/2016; 20 HOURS/MONTH; ZERO HOURS DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mickey Mitsuo Payne'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

September 8, 2025 - Present

ADVISORS ON CALL

Office #1: 4350 Von Karman Ave Suite 200, Newport Beach, CA 92660
RIA
CRD#: 315319
Newport Beach, CA
Past

May 19, 2021 - March 22, 2025

WMBC

RIA
CRD#: 124462
IRVINE, CA
Past

September 20, 2006 - May 10, 2010

GRAMERCY SECURITIES, INC.

BD
CRD#: 8177
SAN JUAN CAPISTRANO, CA
Past

May 22, 2003 - October 21, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 2, 2002 - February 20, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
RANCHO SANTA MARGARITA, CA
Past

January 22, 2002 - February 20, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 13, 1998 - February 5, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
California
(9/8/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/18/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 2/5/2003
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AO
ADVISORS ON CALL
ADVISORS ON CALL | ADVISORS ON CALL, LLC

CRD#: 315319 / SEC#:

California
Registered Investment Advisory firm - (9/30/2021 Approved)
Texas
Registered Investment Advisory firm - (2/23/2024 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (7/28/2022 Approved)
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Contact information


Main Address
23276 South Pointe Drive Suite 209, Laguna Hills, CA 92653
Mailing Address
Phone number
(562) 287-2665
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts251
AUM (Assets Under Management)$ 31,989,610

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


ADVISORS ON CALL

CRD#: 315319Newport Beach, CA 92660

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