Michael Stimmel
Professional Summary
Michael Stimmel is a registered financial advisor currently at EQT PARTNERS BD, LLC located in New York, New York. Michael is registered as a RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
EQT PARTNERS BD, LLC | EQTE BROKERAGE LLC
Contact Information
Main Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087Mailing Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087Phone Number
(484) 531-7456Established
Delaware since 07/28/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 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
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/9/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Stimmel's CRS (Customer Relationship Summary).
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