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MV

Michael J. Vasile

WINKLEVOSS INSURANCE AGENCY
GREENWICH, CT 06830
Some features on this profile are disabled
CRD#: 4451733
MV

Professional summary

Michael James Vasile is a registered financial professional currently at WINKLEVOSS INSURANCE AGENCY, LLC located in Greenwich, Connecticut.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 1 firm and has passed the Series 63, SIE and Series 6 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 Michael James Vasile's 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

June 25, 2002 - Present

WINKLEVOSS INSURANCE AGENCY, LLC

Office #1: 640 West Putnam Ave 2nd Floor, Greenwich, CT 06830
BD
CRD#: 39081
GREENWICH, CT

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
Connecticut
(6/25/2002)
RR
Delaware
(10/3/2002)
RR
Hawaii
(6/28/2016)
RR
New York
(10/3/2002)

Exams

State Security Law Exam
RR
Series 63
Date: 9/28/2001
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 6
Date: 6/24/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WINKLEVOSS INSURANCE AGENCY, LLC
WINKLEVOSS INSURANCE AGENCY, LLC | WINKLEVOSS INSURANCE CORPORATION

CRD#: 39081 / SEC#: , 8-48544

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
640 West Putnam Ave 2nd Floor, Greenwich, CT 06830
Mailing Address
Po Box 4997, Greenwich, CT 06831
Phone number
(203) 861-5500
Established
Delaware since 06/16/2003
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
WINKLEVOSS, LLCMEMBER
WINKLEVOSS, HOWARD EDWARDMANAGER, CHIEF COMPLIANCE OFFICER2652707

Disclosures

Regulatory Event1

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

WINKLEVOSS INSURANCE AGENCY, LLC

CRD#: 39081Greenwich, CT 06830

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