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Anthony M. Shaieb

Anthony M. Shaieb

MAINSTAY CAPITAL MANAGEMENT
Grand Blanc, MI 48439
Some features on this profile are disabled
CRD#: 5015220
Anthony M. Shaieb

Professional summary

Anthony M. Shaieb, CFP®, who also goes by Anthony M Shaieb, Anthony Michael Shaieb, Tony Michael Shaieb, is a registered financial advisor currently at MAINSTAY CAPITAL MANAGEMENT, LLC located in Grand Blanc, Michigan.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Anthony has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony M Shaieb | Anthony Michael Shaieb | Tony Michael Shaieb

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) - RIA

Click below to view Anthony M. Shaieb's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

January 10, 2023 - Present

MAINSTAY CAPITAL MANAGEMENT, LLC

Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439
RIA
CRD#: 109528
Grand Blanc, MI
Past

May 27, 2021 - December 9, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
ORCHARD LAKE, MI
Past

May 27, 2021 - December 9, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ORCHARD LAKE, MI
Past

October 23, 2014 - May 24, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FARMINGTON HILLS, MI
Past

September 23, 2014 - May 24, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FARMINGTON HILLS, MI
Past

October 23, 2007 - September 19, 2014

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
BIRMINGHAM, MI
Past

November 29, 2005 - November 3, 2006

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
FARMINGTON HILLS, MI
Past

September 8, 2005 - November 10, 2005

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

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".
MC
MAINSTAY CAPITAL MANAGEMENT, LLC
MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA
Registered Investment Advisory firm - (11/14/2000 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.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/10/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/22/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/6/2005
General Securities Representative Examination

Current Firm

MC
MAINSTAY CAPITAL MANAGEMENT, LLC
MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA
Registered Investment Advisory firm - (11/14/2000 Approved)
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Contact information

Main Address
10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439
Mailing Address
P.o. Box 487, Grand Blanc, MI 48480
Phone number
(866) 444-6246
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (7/23/2025)

Regulatory assets under management

Total Number of Accounts3,455
AUM (Assets Under Management)$ 4,663,966,411

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/20/2024
Cover Page
Report
10/23/2023
Cover Page
Report
12/14/2022
Cover Page
Report

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

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528Grand Blanc, MI 48439

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