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MS

Michael G. Sotiropoulos

INTELLIGENT CROSS LLC
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 4835085
MS

Professional summary


Michael George Sotiropoulos, who also goes by Michael G Sotiropoulos, is a registered financial professional currently at INTELLIGENT CROSS LLC located in Stamford, Connecticut.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 4 firms and has passed the Series 63, SIE, Series 57, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael G Sotiropoulos

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 George Sotiropoulos'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

May 24, 2021 - Present

INTELLIGENT CROSS LLC

Office #1: Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
BD
CRD#: 288946
Stamford, CT
Past

February 18, 2020 - October 30, 2020

CITADEL SECURITIES LLC

BD
CRD#: 116797
NEW YORK, NY
Past

April 25, 2016 - December 31, 2019

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

November 18, 2009 - April 13, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
Connecticut
(5/24/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 12/23/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 5/10/2018
Securities Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IC
INTELLIGENT CROSS LLC
INTELLIGENT CROSS LLC | XIMPACT CROSS, LLC

CRD#: 288946 / SEC#: , 8-69970

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


Main Address
Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
Mailing Address
Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
Phone number
(212) 621-9640
Established
Delaware since 11/16/2016
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
IMPERATIVE EXECUTION INC.SOLE MEMBER
CROSS, ANNAFINANCIAL AND OPERATIONS PRINCIPAL5894013
KURSMAN, SCOTT CHARLESCHIEF COMPLIANCE OFFICER2590327
PALAZZO, JOHN MICHAELCEO, CO-COO1362228
PENA, PETER JONATHANHEAD OF TRADING OPERATIONS6847261

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


INTELLIGENT CROSS LLC

CRD#: 288946Stamford, CT 06902

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