Michael G. Reisin
Professional summary
Michael Grant Reisin, who also goes by Michael G Reisin, is a registered financial advisor currently at INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC located in Port Chester, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Grant Reisin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2022 - Present
INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC
May 5, 2016 - January 20, 2017
B. RILEY WEALTH MANAGEMENT
May 4, 2016 - January 20, 2017
B. RILEY WEALTH MANAGEMENT
March 27, 2009 - August 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 13, 2009 - August 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 17, 2006 - April 3, 2009
CITIGROUP GLOBAL MARKETS INC.
October 17, 2003 - November 20, 2003
FIS BROKERAGE & SECURITIES SERVICES LLC
May 6, 2002 - October 24, 2003
WORLDCO, L.L.C.
July 13, 2001 - February 12, 2002
RUMSON CAPITAL, LLC
April 18, 2000 - January 8, 2001
DEUTSCHE IXE, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/22/2022)
Exams
Series 55
Date: 5/5/2000
Limited Representative-Equity Trader ExamCurrent Firm
INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC
CRD#: 289318 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 4,987,931 |
Red Flags
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