MC
Michael A. Church
ADDISON CAPITAL
Conshohocken, PA 19428
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CRD#: 4936122
MC
Professional summary
Michael Alan Church is a registered financial advisor currently at ADDISON CAPITAL located in Conshohocken, Pennsylvania and NEST EGG located in Conshohocken, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 62, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
I am the president of two registered investment advisory firms as listed in the employment section. I am the CCO of Nest Investments BD LLC and the parent company, Nest Egg. I am the Managing Partner of Numismatic LLC which started on 3/18/2021. I will be spending approx. 16 hours a month on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Alan Church'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®
NoneExperience
Current
February 23, 2016 - Present
ADDISON CAPITAL
Office #1: 20 Ash Street Suite 330, Conshohocken, PA 19428RIA
CRD#: 144853
Conshohocken, PA
Current
April 25, 2017 - Present
NEST EGG
Office #1: 20 Ash Street Suite 300, Conshohocken, PA 19428RIA
CRD#: 286024
Conshohocken, PA
Current
October 12, 2018 - Present
NEST INVESTMENTS BD LLC
Office #1: 20 Ash Street Suite 300, Conshohocken, PA 19428Office #2: 20 Ash Street Suite 300, Conshohocken, PA 19148BD
CRD#: 294417
Conshohocken, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ADDISON CAPITAL
ADDISON CAPITAL | MICHAEL A. CHURCH | ADDISON CAPITAL, LLC | ADDISON CAPITAL, INC. | ADDISON CAPITAL CO.
CRD#: 144853 / SEC#: 801-68352
RIA
Registered Investment Advisory firm - (9/27/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arkansas(10/6/2023)
IAR
California(1/10/2018)
RR
California(10/6/2023)
RR
Colorado(10/6/2023)
RR
Delaware(10/6/2023)
RR
Florida(10/6/2023)
RR
Georgia(10/6/2023)
RR
Illinois(10/6/2023)
RR
Indiana(10/6/2023)
RR
Iowa(10/6/2023)
RR
Kansas(10/6/2023)
RR
Kentucky(10/6/2023)
RR
Maine(10/6/2023)
RR
Maryland(10/6/2023)
RR
Massachusetts(10/6/2023)
RR
Nevada(10/6/2023)
IAR
New Hampshire(1/10/2018)
RR
New Hampshire(10/6/2023)
IAR
New Jersey(1/11/2018)
RR
New Jersey(10/23/2018)
RR
New Mexico(10/6/2023)
RR
New York(10/6/2023)
RR
North Carolina(10/6/2023)
RR
Ohio(2/2/2023)
IAR
Pennsylvania(2/23/2016)
RR
Pennsylvania(10/15/2018)
RR
Rhode Island(10/6/2023)
RR
South Carolina(10/6/2023)
RR
Tennessee(10/6/2023)
IAR
Texas(4/7/2022)
RR
Texas(10/6/2023)
RR
Virginia(10/6/2023)
RR
Washington(10/6/2023)
RR
Wisconsin(10/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 6/6/2018
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AC
ADDISON CAPITAL
ADDISON CAPITAL | MICHAEL A. CHURCH | ADDISON CAPITAL, LLC | ADDISON CAPITAL, INC. | ADDISON CAPITAL CO.
CRD#: 144853 / SEC#: 801-68352
RIA
Registered Investment Advisory firm - (9/27/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 Ash Street Suite 330, Conshohocken, PA 19428
Mailing Address
Phone number
(215) 563-6919
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 526 |
| AUM (Assets Under Management) | $ 807,973,231 |
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.
