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MM

Michael A. Metskas

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CRD#: 6310660
MM

Professional summary


Being a previously registered professional could mean that this person 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.

Michael Alexander Metskas, who also goes by Michael Alex Metskas, Alex Metskas, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2014. Michael had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Alex Metskas | Alex Metskas

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)


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

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


Past

October 12, 2023 - October 15, 2025

THE M & A GROUP LLC

BD
CRD#: 144909
SARASOTA, FL
Past

April 3, 2023 - September 27, 2023

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

December 9, 2020 - April 11, 2023

THE M & A GROUP LLC

BD
CRD#: 144909
SARASOTA, FL
Past

July 28, 2016 - May 28, 2020

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

March 15, 2016 - July 5, 2016

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

June 3, 2014 - December 18, 2015

STIRA CAPITAL MARKETS GROUP, LLC

BD
CRD#: 141277
IRVINE, CA

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


State Security Law Exam
RR
Series 63
Date: 6/23/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TM
THE M & A GROUP LLC
LAKEPOINTE CAPITAL ADVISORS LLC | THE M & A GROUP LLC | THE M & A GROUP - SORENSEN FREELAND PARTNERS, LLC

CRD#: 144909 / SEC#: , 8-67684

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


Main Address
8133 Shadow Pine Way, Sarasota, FL 34238
Mailing Address
8133 Shadow Pine Way, Sarasota, FL 34238
Phone number
(941) 960-2374
Established
Minnesota since 10/18/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SORENSEN, IVAR W.EXECUTIVE REP/CEO/CCO/AMLCO/FINOP5679179

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


THE M & A GROUP LLC

CRD#: 144909

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