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MP

Michael R. Poerschke

ALANTRA
New York, NY 10022
CRD#: 5981064
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MP
Michael Robert PoerschkeALANTRA

Professional summary

Michael Robert Poerschke, who also goes by Michael Poerschke, is a registered financial professional currently at ALANTRA, LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2011. Michael has worked at 2 firms and has passed the SIE, Series 79 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael Poerschke

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 Michael Robert Poerschke's 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

December 18, 2024 - Present

ALANTRA, LLC

Office #1: 430 Park Avenue Floor 7, New York, NY 10022
BD
CRD#: 22095
New York, NY
Past

December 22, 2011 - April 11, 2024

ROTHSCHILD & CO US INC.

BD
CRD#: 2910
NEW YORK, NY

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

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/21/2011
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/19/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AL
ALANTRA, LLC
ALANTRA, LLC | DOWNER & COMPANY, LLC | DOWNER & COMPANY

CRD#: 22095 / SEC#: , 8-40465

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

Main Address
160 Federal Street Suite 1302, Boston, MA 02110
Mailing Address
160 Federal Street Suite 1302, Boston, MA 02110
Phone number
(617) 482-6200
Established
Massachusetts since 12/29/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ALANTRA U.S. CORPORATIONMEMBER
AUST, ROBERT WADEMANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER2569946
CHAN, STANLEY NMNCHIEF COMPLIANCE OFFICER4184811
ROSA, STACEY ANNFINOP, PFO, POO2761733

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

ALANTRA, LLC

CRD#: 22095New York, NY 10022

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