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MP

Michel Palacci

INVESTMENT PLACEMENT GROUP
SAN DIEGO, CA 92101
Some features on this profile are disabled
CRD#: 4087073
MP

Professional summary

Michel Palacci is a registered financial professional currently at INVESTMENT PLACEMENT GROUP located in San Diego, California.

Michel is registered as a RR (Registered Representative) and started their career in finance in 2000. Michel has worked at 5 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.

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) - BD

Click below to view Michel Palacci's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

March 3, 2026 - Present

INVESTMENT PLACEMENT GROUP

Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101
BD
CRD#: 14458
SAN DIEGO, CA
Past

October 27, 2025 - February 2, 2026

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
New York, NY
Past

June 3, 2019 - October 23, 2025

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
NEW YORK, NY
Past

June 1, 2009 - June 5, 2019

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

January 7, 2000 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings

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

RR
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

RR
New York
(3/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/19/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/23/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

IP
INVESTMENT PLACEMENT GROUP
INVESTMENT PLACEMENT GROUP

CRD#: 14458 / SEC#: , 8-30700

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
501 West Broadway Suite 1350, San Diego, CA 92101
Mailing Address
501 West Broadway Suite 1350, San Diego, CA 92101
Phone number
(619) 326-1200
Established
California since 05/18/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AGCX TRUSTSHAREHOLDER
THE BENREY FAMILY TRUSTSHAREHOLDER
THEMIS INVESTMENT INC.SHAREHOLDER
BENREY, ALBERTOTRUSTEE OF THE BENREY FAMILY TRUST4290443
BENREY, NADINTRUSTEE OF THE BENREY FAMILY TRUST8214771
GONZALEZRUBIO, ADOLFOCHAIRMAN/CEO/TRUSTEE OF THE AGCX TRUST2385116
GUTIERREZ GONZALEZ RUBIO, PATRICIATRUSTEE OF THE AGCX TRUST8214780
LASHKARI, DARIUS NMNCCO/AMLCO/POO/MUNICIPAL SECURITIES PRINCIPAL3061561
SANCHEZ GAVITO, FRANCISCO XAVIERCROP/SROP6205321
SOTO ACEVES, MARTHA ELIZABETHCHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER5409623

Disclosures

Regulatory Event6

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

INVESTMENT PLACEMENT GROUP

CRD#: 14458San Diego, CA 92101

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