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MG

Michael E. Gavin

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CRD#: 5550990
MG

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 Edward Gavin was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2012. Michael had worked at 1 firm and has passed the Series 63, Series 99TO, SIE 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.
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

November 16, 2012 - September 29, 2025

WFS, LLC

BD
CRD#: 116778
BOSTON, MA

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: 2/13/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WL
WFS, LLC
WFS, LLC

CRD#: 116778 / SEC#: , 8-53565

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


Main Address
One Boston Place, Boston, MA 02108
Mailing Address
One Boston Place, Boston, MA 02108
Phone number
(617) 531-3100
Established
Delaware since 12/14/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 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#
WAINWRIGHT INVESTMENT COUNSEL, LLCSHAREHOLDER
ARISTIZABAL, GUSTAVO ADOLFOCEO, BRANCH OFFICE MANAGER2735053
LEONARD, MARGARET LORENECHIEF COMPLIANCE OFFICER2054939
MARTINS, PAUL GEORGECHIEF FINANCIAL OFFICER, FINOP, PRINCIPAL FINANCIAL OFFICER1189296
SIRACUSE, MICHAEL WILLIAM, IIIPRINCIPAL OPERATIONS OFFICER4342076

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


WFS, LLC

CRD#: 116778

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