AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MP

Michael R. Palumberi

DZ FINANCIAL MARKETS LLC
New York, NY 10017
Some features on this profile are disabled
CRD#: 6382967
MP

Professional summary


Michael Robert Palumberi, who also goes by Mike Palumberi, is a registered financial professional currently at DZ FINANCIAL MARKETS 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 2 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Palumberi

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) - BD


Click below to view Michael Robert Palumberi's 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

January 13, 2017 - Present

DZ FINANCIAL MARKETS LLC

Office #1: One Vanderbilt - 49th Floor Main Office, New York, NY 10017Office #2: One Vanderbilt 49th Floor, New York, NY 10017
BD
CRD#: 47098
New York, NY
Past

October 8, 2015 - October 19, 2016

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/13/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 1/11/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


DF
DZ FINANCIAL MARKETS LLC
DG FINANCIAL MARKETS LLC | DZ FINANCIAL MARKETS LLC

CRD#: 47098 / SEC#: , 8-51687

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Vanderbilt 49th Floor, New York, NY 10017
Mailing Address
One Vanderbilt 49th Floor, New York, NY 10017
Phone number
(212) 745-1600
Established
Delaware since 10/05/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DZ BANK AG DEUTSCHE ZENTRAL-GENOSSENSCHAFTSBANK FRANKFURT AM MAIN (DZ BANK AG)SHAREHOLDER
ENGLERT, CHRISTIANDIRECTOR - BOARD MEMBER7938811
KATTAN, EMILECHIEF COMPLIANCE OFFICER5080805
KWAN, SAUPINGFINOP2314707
MCCANN, NORAH ELIZABETH MSDIRECTOR5081651
ORTOLF, HELMUT PIUSDIRECTOR - BOARD MEMBER
SUMMERER, GERHARD JRPRESIDENT2662173

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


DZ FINANCIAL MARKETS LLC

CRD#: 47098New York, NY 10017

TRUST BUT VERIFY

Monitor Michael Palumberi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics