Michael A. Martorelli

FAIRMOUNT PARTNERS LP

Radnor, PA 19087

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CRD#: 321871

Professional summary

Michael Angelo Martorelli is a registered financial professional currently at FAIRMOUNT PARTNERS LP located in Radnor, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1972. Michael has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 16, PC, Series 1, Series 000 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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

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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

June 17, 2008 - Present

FAIRMOUNT PARTNERS LP

Office #1: 555 East Lancaster Avenue Suite 640, Radnor, PA 19087Office #2: 555 East Lancaster Avenue, Suite 640, Radnor, PA 19087

CRD#: 146668

Radnor, PA

Past

March 10, 1992 - March 20, 2003

INVESTEC INC.

CRD#: 18553

NEW YORK, NY

Past

May 26, 1982 - March 6, 1992

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

December 8, 1972 - December 30, 1977

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Pennsylvania
(1/14/2020)

Exams

State Security Law Exam

Series 63

Date: 3/28/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2008

General Securities Representative Examination

General Industry/Product Exam

Series 16

Date: 3/21/1987

NYSE Supervisory Analyst Examination

General Industry/Product Exam

PC

Date: 5/24/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 11/27/1972

Registered Representative Examination

General Industry/Product Exam

Series 000

Date: 11/21/1972

General Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/6/1995

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FAIRMOUNT PARTNERS LP

CRD#: 146668 / SEC#: , 8-67839

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

555 East Lancaster Avenue Suite 640, Radnor, PA 19087

Mailing Address

555 East Lancaster Avenue Suite 640, Radnor, PA 19087

Phone number

(610) 260-6200

Established

Pennsylvania since 01/01/2004

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
MCCARTHY, CORNELIUS PATRICK III	CHIEF EXECUTIVE OFFICER	2153332
THATCHER, RICHARD W JR	MANAGING DIRECTOR
ROBINS, CHARLES MATTHEW	MANAGING DIRECTOR	2444830
FAIRMOUNT PARTNERS GP INC.	GP
HALLIDAY, CHRISTINA MARIE	VICE PRESIDENT AND CHIEF FINANCIAL OFFICER	2769112
SIMON, LINDA DAHMS MRS	CHIEF COMPLIANCE OFFICER	59900

Red Flags

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

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Firm Stability Insights

Michael A. Martorelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Angelo Martorelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTEC INC.

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/28/2008

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/27/2008

Series 16

Date: 3/21/1987

PC

Date: 5/24/1977

Series 1

Date: 11/27/1972

Series 000

Date: 11/21/1972

Series 24

Date: 10/6/1995

FINRA

Current Firm

FAIRMOUNT PARTNERS LP

Contact information

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FAIRMOUNT PARTNERS LP

TRUST BUT VERIFY

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