Michael P. Corelli

LISANTI CAPITAL GROWTH LLC

New York, NY 10017

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CRD#: 6318938

Professional summary

Michael Peter Corelli is a registered financial advisor currently at LISANTI CAPITAL GROWTH LLC located in New York, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

100% owner of two residential rental homes in Cooperstown, NY area. Short term rental properties primarily during summer months. Approximate time on each property over the course of a year - 20 hours, none during securities trading hours. Legal address for both entities is my home address - 4 Hergenhan Ct, Bedford, NY 10506, but i provide the physical address of each below. 1) dba Anna's Retreat, 132 Glimmerglass Overlook, Cooperstown, NY 13326 2) Eagle's Lookout, LLC, 267 Nersesian Road, Hartwick, NY 13348

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Corelli's CRS (Customer Relationship Summary).

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

February 4, 2021 - Present

LISANTI CAPITAL GROWTH LLC

Office #1: 777 Third Avenue 14th Floor, New York, NY 10017

RIA

CRD#: 130023

New York, NY

Past

July 23, 2020 - November 10, 2021

5C CAPITAL MANAGEMENT, LLC

RIA

CRD#: 284213

WOODCLIFF LAKE, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LISANTI CAPITAL GROWTH LLC

AH LISANTI CAPITAL GROWTH, LLC | LISANTI CAPITAL GROWTH LLC | LEBENTHAL LISANTI CAPITAL GROWTH, LLC

CRD#: 130023 / SEC#: 801-62639

RIA

Registered Investment Advisory firm - (1/5/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/15/2020

Uniform Investment Adviser Law Examination

Current Firm

LISANTI CAPITAL GROWTH LLC

AH LISANTI CAPITAL GROWTH, LLC | LISANTI CAPITAL GROWTH LLC | LEBENTHAL LISANTI CAPITAL GROWTH, LLC

CRD#: 130023 / SEC#: 801-62639

RIA

Registered Investment Advisory firm - (1/5/2004 Approved)

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Contact information

Main Address

777 Third Avenue 14th Floor, New York, NY 10017

Mailing Address

Phone number

(332) 262-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LISANTI CAPITAL GROWTH ADV PART 2A BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 427,200,000

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.

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Michael P. Corelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Corelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

LISANTI CAPITAL GROWTH LLC

5C CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

LISANTI CAPITAL GROWTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2020

Current Firm

LISANTI CAPITAL GROWTH LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LISANTI CAPITAL GROWTH LLC

TRUST BUT VERIFY

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