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Michael Kirk Mcmenomy

CRD# 5658281·Registered 2011 - 2025
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael Kirk Mcmenomy, who also goes by Mike Mcmenomy, was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2011 - 2025. Michael had worked at 1 firm and has passed the Series 63, SIE and Series 62 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Mcmenomy

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

CBRE CAPITAL ADVISORS, INC.·CRD# 140565
BD
Los Angeles, CA
March 15, 2011 - December 31, 2025

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Current Firm

CC
CBRE CAPITAL ADVISORS, INC.

CBRE CAPITAL ADVISORS, INC. | TRAMMELL CROW CAPITAL CORPORATION | SERA PRIVATE FUNDS GROUP | CBRE CAPITAL CORPORATION

CRD#: 140565 / SEC#: 8-67319
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

2121 N. Pearl Street Suite 300, Dallas, TX 75201

Mailing Address

2121 N. Pearl Street Suite 300, Dallas, TX 75201

Phone Number

(214) 863-4255

Established

Delaware since 12/15/2005

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (26 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CBRE, INC.SOLE OWNER—
PEMBERTON, IAN CHRISTOPHERREGISTERED PRINCIPAL5757164
POTTER, SCOTT CHRISTOPHERCFO/SECRETARY/CCO/PRESIDENT—
SERRA, CARL ANTHONY IIIFINOP, PPO, PFO3179039

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Mar 2011

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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MM
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