Michael A. Blank
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Arlen Blank, who also goes by Michael A Blank, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1997. Michael had worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2019 - December 31, 2025
HOLDUN FAMILY OFFICE LLC
October 1, 2014 - June 11, 2019
ANDBANC ADVISORY LLC
March 23, 2009 - December 20, 2013
SWISS ASSET ADVISORS, LLC
February 3, 2006 - July 28, 2008
CREDIT SUISSE PRIVATE ADVISORS AG
June 10, 2004 - July 28, 2008
CREDIT SUISSE PRIVATE ADVISORS AG
August 20, 1997 - January 23, 2004
JULIUS BAER SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HOLDUN FAMILY OFFICE LLC
CRD#: 300709 / SEC#: 801-115046
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 114,531,871 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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