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Thomas M. Morrissey

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CRD#: 340876
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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.

Thomas Michael Morrissey was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1977. Thomas had worked at 2 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

December 12, 1978 - April 19, 2013

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

BD
CRD#: 7727
NEW YORK, NY
Past

November 22, 1977 - November 20, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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


General Industry/Product Exam
RR
Series 1
Date: 9/6/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 2/12/1973
General Securities Principal Examination

Current Firm


SM
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.
SULLIVAN, MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP | SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. | SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CRD#: 7727 / SEC#: 801-14033, 8-23179

BD
Terminated by SEC on 03/09/2015
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Contact information


Main Address
New York, NY
Mailing Address
Phone number
Established
New York since 08/02/1978
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SULLIVAN MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP (12/23/2013)

Direct owners and executive officers


NamePositionCRD#
SULLIVAN MORRISSEY & MICKLE CAPITAL MANAGEMENT COPARENT CO
FLYNN, THOMAS FRANCISTREASURER, FINOP
MORRISSEY, THOMAS MICHAELVICE CHAIRMAN, DIRECTOR
SULLIVAN, JOHN FCHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER

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


SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CRD#: 7727

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