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MF

Michael F. Fisher

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CRD#: 4933416
MF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Finlayson Fisher, who also goes by Michael F Fisher, Michael Finlayson Fisher, Michael Finlayson Pulver, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2008. Michael had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 57 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael F Fisher | Michael Finlayson Fisher | Michael Finlayson Pulver

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 14, 2021 - December 20, 2021

HOLD BROTHERS CAPITAL LLC

BD
CRD#: 151864
NEW YORK, NY
Past

November 13, 2017 - July 15, 2019

HOLD BROTHERS CAPITAL LLC

BD
CRD#: 151864
NEW YORK, NY
Past

June 27, 2012 - January 16, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

May 4, 2012 - January 16, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

October 14, 2011 - May 15, 2012

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

September 2, 2010 - February 24, 2011

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

June 28, 2010 - August 30, 2010

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
NEW YORK, NY
Past

February 18, 2010 - June 22, 2010

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
NEW YORK, NY
Past

December 2, 2008 - September 11, 2009

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 11/11/2017
Securities Trader Exam
General Industry/Product Exam

Current Firm


HB
HOLD BROTHERS CAPITAL LLC
HOLD BROTHERS CAPITAL LLC

CRD#: 151864 / SEC#: , 8-68404

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


Main Address
One Pennsylvania Plaza Suite 1510, New York, NY 10119-1510
Mailing Address
One Pennsylvania Plaza Suite 1510, New York, NY 10119-1510
Phone number
(212) 792-0900
Established
New Jersey since 05/04/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 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#
HOLDSOFTWARE.COM INC.CLASS B MEMBER
HOLD, GREGORY FRANCISCEO AND MANAGING MEMBER2169408
HOLD TECHNOLOGIES, LLCCLASS H MEMBER
BARTON, ZEINA SOLANGEFINOP5955936
LESSICK, ILANEVP - FINANCE, OPERATIONS & COMPLIANCE4192324
RICCA, ROBERT JCHIEF COMPLIANCE OFFICER/AMLCO/TRADING & RISK MANAGER/RETAIL MANAGER1658885
ROWE, GREGORY MICHAELCOMPLIANCE OFFICER2559751
ZAFIRIS, TOMSVP - OPERATIONS1337844

Disclosures


Regulatory Event3

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


HOLD BROTHERS CAPITAL LLC

CRD#: 151864

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