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Michael C. Betros

D'ARCANGELO FINANCIAL ADVISORS
Poughkeepsie, NY 12603
Some features on this profile are disabled
CRD#: 3154263
MB

Professional summary


Michael Christopher Betros is a registered financial advisor currently at D'ARCANGELO FINANCIAL ADVISORS, LLC located in Poughkeepsie, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 4 firms and has passed the Series 63, Series 66 and Series 7 exams.

top-8-questions

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.
(1) EM FISCHER IRREVOCABLE TRUST DATED APRIL 22, 2014. ADDRESS IS 157 FOX RUN, SALT POINT, NY 12578. I SPEND ONE HOUR PER MONTH ON THIS RESPONSIBILITY. I AM THE TRUSTEE STARTING ON 7/11/2016. I RECEIVE TRUSTEE FEES BUT NO MANAGEMENT FEES. (2) ELIZABETH M. FISCHER IRREV LIFE INSURANCE TRUST. I AM THE SOLE TRUSTEE STARTING 4/15/13. ADDRESS IS 157 FOX RUN SALT POINT, NY 12578. I RECEIVE TRUSTEE FEES BUT NO MANAGEMENT FEES. I SPEND ONE HOUR PER MONTH ON THIS RESPONSIBILITY. (3) CHRISTINA HAHN KATZ, PAID TRUSTEE FEES, ADDRESS IS 5 HUBBARD LANE, POUGHKEEPSIE, NY 12603, 2 HOURS PER MONTH. (4) Prager Metis International LLC, Member, CPA related, from 01/2020 - Present, Not investment related. (5) PM Merchant Solutions, LLC,39 Riverside Ave, 1st Fl, Westport, CT 06880, Member, CPA related, not investment related. From 01/2020 - Present. (6) Prager Metis International, LLC, 14 Penn Plaza, 18th Fl, New York, NY 10122, Member, CPA related, Not investment related, From 01/2020 - Present (7) PM Human Capital Holdings, LLC, 100 Sunnyside Blvd, Ste 200, Woodbury NY 11797, Member, CPA related, Not investment related. From 01/2020 - Present (8) PM Credit Management LLC,39 Riverside Ave, 1st Fl, Westport, CT 06880, Member, CPA related, Not investment related, From 01/2020 - Present (9) Arlington Professional Suites LLC, 510 Haight Ave, Poughkeepsie, NY 12603, Patner, Real Estate, Not investment related, Manage real estate, From 10/2017 - Present.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Christopher Betros'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

April 28, 2009 - Present

D'ARCANGELO FINANCIAL ADVISORS, LLC

Office #1: 510 Haight Avenue Suite 201, Poughkeepsie, NY 12603
RIA
CRD#: 117833
Poughkeepsie, NY
Past

June 24, 2010 - May 1, 2013

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
POUGHKEEPSIE, NY
Past

March 16, 2001 - September 23, 2003

AMERIPROP, INC.

BD
CRD#: 24305
MELVILLE, NY
Past

February 16, 1999 - March 30, 1999

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX

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
Connecticut
(3/16/2018)
IAR
Florida
(1/13/2011)
IAR
Massachusetts
(7/2/2025)
IAR
New Jersey
(1/29/2024)
IAR
New York
(6/12/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 7/24/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/2/1998
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


DF
D'ARCANGELO FINANCIAL ADVISORS, LLC
D'ARCANGELO FINANCIAL ADVISORS, LLC

CRD#: 117833 / SEC#:

Connecticut
Registered Investment Advisory firm - (3/16/2018 Approved)
Florida
Registered Investment Advisory firm - (1/13/2011 Approved)
Massachusetts
Registered Investment Advisory firm - (7/2/2025 Approved)
New Jersey
Registered Investment Advisory firm - (1/29/2024 Approved)
New York
Registered Investment Advisory firm - (10/14/1999 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/18/2014 Terminated)
South Carolina
Registered Investment Advisory firm - (9/27/2019 Terminated)
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Contact information


Main Address
510 Haight Avenue Suite 201, Poughkeepsie, NY 12603
Mailing Address
Phone number
(845) 473-8261
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


D'ARCANGELO FINANCIAL ADVISORS, LLC

CRD#: 117833Poughkeepsie, NY 12603

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