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Michael R. Lebel

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CRD#: 3082867
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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 R Lebel, who also goes by Michael Roger Lebel, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1998. Michael had worked at 7 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Roger Lebel

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 22, 2013 - May 27, 2014

WEYLAND CAPITAL MANAGEMENT LLC

RIA
CRD#: 152790
PORTSMOUTH, NH
Past

October 5, 2010 - October 14, 2013

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

August 14, 2008 - October 6, 2010

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

January 1, 2008 - July 31, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MARLBOROUGH, MA
Past

March 15, 2006 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
MARLBOROUGH, MA
Past

July 10, 2002 - September 21, 2006

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MISSION VIEJO, CA
Past

March 18, 2002 - July 10, 2002

FIDELITY PERSONAL TRUST COMPANY, FSB

RIA
CRD#: 109516
MERRIMACK, NH
Past

August 26, 1998 - November 22, 2005

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
RR
IAR
Series 66
Date: 1/15/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


WC
WEYLAND CAPITAL MANAGEMENT LLC
WEYLAND CAPITAL MANAGEMENT LLC

CRD#: 152790 / SEC#: 801-71082

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Contact information


Main Address
22 Deer Street Suite 200, Portsmouth, NH 03801
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WEYLAND CAPITAL MANAGEMENT LLC (8/2/2016)

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


WEYLAND CAPITAL MANAGEMENT LLC

CRD#: 152790

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