Michael Thomas Ivcic
Professional Summary
Michael Thomas Ivcic is a registered financial advisor currently at BANCROFT CAPITAL, LLC located in Fort Washington, Pennsylvania. Michael is registered as a RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 2 firms and has passed the Series 63, Series 50, SIE, Series 52, Series 7, Series 54 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
BANCROFT CAPITAL, LLC
Contact Information
Main Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034Mailing Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034Phone Number
(484) 686-0346Established
Pennsylvania since 07/04/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
4FINRA licenses (35 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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
(4/6/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Nov 2022About the Series 50 examSeries 54 — Municipal Advisor Principal Qualification Examination
Passed Mar 2023About the Series 54 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Thomas Ivcic's CRS (Customer Relationship Summary).
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