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Giulio Favuzza

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CRD#: 4041933
GF

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.

Giulio Favuzza, who also goes by Giulio VIro Favuzza, was a registered financial professional .

Giulio is a previously registered financial professional and started their career in finance in 1999. Giulio had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Giulio Viro Favuzza

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

June 28, 2012 - April 24, 2014

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
LYNN, MA
Past

June 26, 2012 - April 24, 2014

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNN, MA
Past

February 22, 2012 - May 29, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
WEST NEWTON, MA
Past

February 16, 2012 - May 29, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST NEWTON, MA
Past

September 13, 2010 - February 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BURLINGTON, MA
Past

July 15, 2010 - February 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BURLINGTON, MA
Past

January 1, 2010 - May 21, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WALTHAM, MA
Past

August 9, 2007 - February 28, 2008

NEW ENGLAND SECURITIES

BD
CRD#: 615
BOSTON, MA
Past

August 16, 2001 - June 23, 2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

November 10, 1999 - March 15, 2001

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA

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
IAR
Series 65
Date: 9/10/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IC
INVESTORS CAPITAL CORP.
INVESTORS CAPITAL ADVISORY | INVESTORS CAPITAL CORP.

CRD#: 30613 / SEC#: 801-62341, 8-45054

BD
Terminated by SEC on 01/17/2017
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Contact information


Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
Established
Massachusetts since 07/06/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ICA PART 2A BROCHURE & APPENDIX 1 (10/5/2016)

Direct owners and executive officers


NamePositionCRD#
INVESTORS CAPITAL HOLDINGS, LLCOWNER
BRETON, BERNARD ANDREBD CHIEF COMPLIANCE OFFICER2030660
OLSON, GREGORY ALANSECRETARY2692482
SHELSON, MARK PAULTREASURER1819252
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604

Disclosures


Regulatory Event22
Arbitration11

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


INVESTORS CAPITAL CORP.

CRD#: 30613

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