Michael Gerard Egan
Professional Summary
Michael Gerard Egan is a registered financial advisor currently at MID ATLANTIC CLEARING & SETTLEMENT CORPORATION located in Needham, Massachusetts. Michael is registered as a RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ADVISORS CLEARING NETWORK, INC. | MID ATLANTIC CLEARING & SETTLEMENT CORPORATION | LIFE CYCLE MUTUAL FUNDS DISTRIBUTORS, INC. | BISYS BD SERVICES, INC.
Contact Information
Main Address
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494Mailing Address
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494Phone Number
8006937800345Established
Delaware since 09/12/1994Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MID ATLANTIC TRUST COMPANY | OWNER | — |
| BAIER, ELIZABETH CURRO | FINOP, PRINCIPAL FINANCIAL OFFICER (CFO) AND PRINCIPAL OPERATIONS OFFICER | 4851105 |
| FOLMER, MICHAEL ROBERT | TREASURER AND VICE PRESIDENT, TAX AND FINANCE | 5655451 |
| GEARIN, JAMES M | PRESIDENT | 1405150 |
| MACINNIS, DAVID BRUCE | CHIEF COMPLIANCE OFFICER AND SECRETARY | 3184368 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/9/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2003About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2007About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Gerard Egan's CRS (Customer Relationship Summary).
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