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Michael Thomas Beuselinck

CRD# 5674103·Registered 2009 - 2023
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 Thomas Beuselinck was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2009 - 2023. Michael had worked at 1 firm and has passed the Series 65 exam.

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

There are no additional aliases reported.

Blog Corner

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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

17 years in the financial services industry

Current & Past Employments

ETRIER·CRD# 150513
RIA
Piedmont, CA
August 12, 2009 - May 12, 2023

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Current Firm

ET
ETRIER

ETRIER | ETRIER CAPITAL MANAGEMENT LLC | ETRIER CAPITAL

CRD#: 150513

Contact Information

Main Address

Piedmont, CA

Phone Number

(415) 295-2331

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

12

AUM (Assets Under Management)

$10,644,434

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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.

Attorney for the Law Office of G. Scott Haislet. The employment is not investment-related. Responsibilities include real estate, tax, probate and trust litigation and administration. Began employment in January 2015. Time devoted is approximately 160-200 hours per month, primarily during securities trading hours.

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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 65 — Uniform Investment Adviser Law Examination

Passed Mar 2009About the Series 65 exam

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CRS (Client Relationship Summary)

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

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