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MA

Miranda C. Allen

TRITOWER REAL ESTATE CAPITAL
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 5618180
MA

Professional summary

Miranda Christine Allen, who also goes by Miranda Christine Robinson, is a registered financial professional currently at TRITOWER REAL ESTATE CAPITAL, LLC located in Boston, Massachusetts.

Miranda is registered as a RR (Registered Representative) and started their career in finance in 2009. Miranda has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Miranda Christine Robinson

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) - BD

Click below to view Miranda Christine Allen'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®
None

Experience

Current

April 8, 2016 - Present

TRITOWER REAL ESTATE CAPITAL, LLC

Office #1: 60 State Street Suite 2250, Boston, MA 02109
BD
CRD#: 281740
BOSTON, MA
Past

July 15, 2013 - April 4, 2016

TRUST ADVISORY GROUP LTD

RIA
CRD#: 106926
BURLINGTON, MA
Past

July 8, 2013 - April 4, 2016

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Boston, MA
Past

November 30, 2012 - June 26, 2013

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

November 30, 2012 - June 26, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

September 16, 2009 - December 11, 2012

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

June 15, 2009 - December 11, 2012

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA

State Registrations and Notice Filings

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

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
Massachusetts
(4/8/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2009
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: 6/13/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TR
TRITOWER REAL ESTATE CAPITAL, LLC
TRITOWER REAL ESTATE CAPITAL, LLC

CRD#: 281740 / SEC#: , 8-69683

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

Main Address
60 State Street, Suite 2250, Boston, MA 02109
Mailing Address
60 State Street, Suite 2250, Boston, MA 02109
Phone number
(781) 222-5900
Established
Delaware since 09/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
TFG BD HOLDCO, LLCSOLE MEMBER
CLIFFORD, LISA SCHLOSSERCCO1745774
GORMAN, PATRICK MICHAEL JRCEO, DIRECTOR3031145
SHAW, ANTHONYCFO/FINOP7338445

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

TRITOWER REAL ESTATE CAPITAL, LLC

CRD#: 281740Boston, MA 02109

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