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MC

Michael G. Ciavolino

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CRD#: 3261435
MC

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 Gerard Ciavolino, who also goes by Michael G Ciavolino, Michael Gerard Ciavolino, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael G Ciavolino | Michael Gerard Ciavolino

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) 11/01/2017 - Licensed Accident & Health or Sickenss, Casualty, Life, Personal Lines, Property, and Variable Life & Variable Annuity Insurance Agent; not investment-related; Producer; 1 hour per month devoted to insurance; 0 hours during trading hours.

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

January 29, 2018 - January 2, 2024

J. BENJAMIN FINANCIAL, LLC

RIA
CRD#: 283990
MOUNT PLEASANT, SC
Past

April 17, 2012 - January 9, 2018

EDWARD JONES

RIA
CRD#: 250
HILTON HEAD ISLAND, SC
Past

April 16, 2012 - January 9, 2018

EDWARD JONES

BD
CRD#: 250
HILTON HEAD ISLAND, SC
Past

June 8, 2011 - January 23, 2012

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

February 9, 2009 - May 17, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HILTON HEAD, SC
Past

February 6, 2009 - May 17, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HILTON HEAD, SC
Past

December 17, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAVANNAH, GA
Past

December 14, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAVANNAH, GA
Past

February 1, 2007 - September 4, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WAYNE, NJ
Past

October 17, 2006 - September 4, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WAYNE, NJ
Past

March 7, 2003 - November 16, 2005

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

November 11, 1999 - March 7, 2003

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BD
CRD#: 23910
WEST PATERSON, NJ

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: 1/30/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JB
J. BENJAMIN FINANCIAL, LLC
J. BENJAMIN FINANCIAL, LLC

CRD#: 283990 / SEC#: 801-107987

RIA
Registered Investment Advisory firm - (12/5/2016 Terminated)
North Carolina
Registered Investment Advisory firm - (4/11/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (4/5/2017 Approved)
South Carolina
Registered Investment Advisory firm - (11/29/2016 Approved)
Texas
Registered Investment Advisory firm - (3/24/2025 Conditional Restricted)
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Contact information


Main Address
757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 352-3262
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts321
AUM (Assets Under Management)$ 31,656,625

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


J. BENJAMIN FINANCIAL, LLC

CRD#: 283990

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