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Michael D. Assouline

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CRD#: 5321851
MA

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 David Assouline was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2007. Michael had worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Michael Assouline has been the Institutional Investments VP of Cleartrust Global, an independent investment firm and financial infrastructure provider, since January 2020. The firm is focused primarily on off-market opportunities in Europe and the Americas, with expertise in creating efficient investment vehicles for customized strategies and global distribution. In this role, Mr. Assouline is responsible for overseeing the institutional development activity of the firm, he supports investor relations, and provides guidance regarding client investment needs. This is an investment-related activity and accounts for approximately 5 to 10 hours of Mr. Assouline's time per month during trading hours. Mr. Assouline has also been the VP of Institutional Sales and Investment Advisory of Cleartrust Absolute Returns Fund, LLC, since March 2023. In this role, he is responsible for overseeing the institutional development activity of the firm, he supports investor relations and provides guidance regarding client investment needs. This is an investment-related activity and accounts for approximately 5-10 hours of Mr. Assouline's time per month during trading hours.

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

October 30, 2023 - October 30, 2024

CLEARTRUST ADVISORS, LTD

RIA
CRD#: 324415
MIAMI, FL
Past

February 17, 2012 - July 2, 2013

RAYMOND JAMES (USA) LTD.

BD
CRD#: 25853
VANCOUVER,
Past

June 6, 2007 - February 17, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
VANCOUVER, BC,

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
Series 63
Date: 7/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2007
General Securities Representative Examination

Current Firm

CA
CLEARTRUST ADVISORS, LTD
CLEARTRUST ADVISORS, LTD

CRD#: 324415 / SEC#:

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Contact information

Main Address
777 Brickell Ave #500-94967, Miami, FL 33131
Mailing Address
Phone number
(305) 356-4076
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV
0

Red Flags

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Company Information

CLEARTRUST ADVISORS, LTD

CRD#: 324415

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