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Michael A. Mcnamara

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CRD#: 4068333
MM

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 A Mcnamara, who also goes by Michael Mcnamara, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2021. Michael had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Mcnamara

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) MELROSE CFO SERVICES POSITION: Accounting Services Consultant NATURE: Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2021 ADDRESS: 2260 Grand Avenue, Unit 893, Baldwin NY 11510, United States DESCRIPTION: Provide Accounting consulting services with a specialization in the media and entertainment industry. Advisory services include partnering with C-Suite in leading Controller functions such as financial management reporting, establishing close processes and finance organizations, system implementations, internal controls and policy documentation in addition to developing business plans, financial models and evaluating long and short-term strategies. (2) I am a Treasury manager at Zep Inc which is a consumer retail product company.

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

May 29, 2024 - October 22, 2025

VALUENGINE CAPITAL MANAGEMENT LLC

RIA
CRD#: 175004
MELBOURNE, FL
Past

October 26, 2021 - October 20, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
West Palm Beach, FL
Past

March 13, 2021 - October 20, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
West Palm Beach, FL

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: 9/1/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


VC
VALUENGINE CAPITAL MANAGEMENT LLC
VALUENGINE CAPITAL MANAGEMENT LLC

CRD#: 175004 / SEC#:

California
Registered Investment Advisory firm - (12/27/2023 Terminated)
Florida
Registered Investment Advisory firm - (8/28/2015 Approved)
New Jersey
Registered Investment Advisory firm - (6/1/2017 Approved)
New York
Registered Investment Advisory firm - (5/15/2017 Approved)
Utah
Registered Investment Advisory firm - (11/29/2023 Terminated)
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Contact information


Main Address
1900 S Harbor City Blvd Suite 328, Melbourne, FL 32901
Mailing Address
Po Box 399, Melbourne, FL 32902
Phone number
(321) 325-0519
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts129
AUM (Assets Under Management)$ 15,300,000

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


VALUENGINE CAPITAL MANAGEMENT LLC

CRD#: 175004

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