Michelle Keilich
Professional summary
Michelle Keilich, who also goes by Michelle Brittany Keilich, is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in New York, New York.
Michelle is registered as a RR (Registered Representative) and started their career in finance in 2017. Michelle has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michelle Keilich's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2020 - Present
CENTERVIEW PARTNERS LLC
Office #1: 31 West 52nd Street 22nd Floor, New York, NY 10019August 13, 2018 - April 30, 2020
J.P. MORGAN SECURITIES LLC
September 18, 2017 - August 8, 2018
RBC CAPITAL MARKETS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/7/2020)
Exams
Series 7TO
Date: 1/18/2022
General Securities Representative ExaminationFINRA
Current Firm
CENTERVIEW PARTNERS LLC
CRD#: 133796 / SEC#: , 8-66774
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CENTERVIEW PARTNERS ADVISORY HOLDINGS LLC | MANAGING MEMBER | |
| EFFRON, BLAIR WAYNE | PARTNER | 1532642 |
| HARTMAN, ALAN PHILIP | PARTNER | 2595280 |
| KOSOWSKY, AMANDA LENORE | CHIEF COMPLIANCE OFFICER | 6639399 |
| PRUZAN, ROBERT ALAN | PARTNER | 2018542 |
| ROBINSON, MARK JASON | PARTNER | 2394581 |
| VICARI, JEANNE | FINOP & CHIEF FINANCIAL OFFICER | 1975263 |
Red Flags
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