Michael J. Petrucelli
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 Joseph Petrucelli was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2014. Michael had worked at 2 firms and has passed the Series 65, Series 63, Series 22TO, Series 82TO, SIE, Series 82 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 2, 2017 - February 23, 2022
US FREEDOM CAPITAL ADVISORS LLC
August 22, 2014 - March 26, 2021
TOBIN & COMPANY SECURITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 22TO
Date: 12/18/2023
Direct Participation Programs Representative ExaminationSeries 82TO
Date: 12/18/2023
Limited Representative-Private Securities OfferingsCurrent Firm
US FREEDOM CAPITAL ADVISORS LLC
CRD#: 283481 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 1,397,126 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2025 | ||
| 10/17/2024 | ||
| 01/25/2024 | ||
| 04/30/2023 |
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.
