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Michael Griffith Mccully

CRD# 6646027·Registered 2016 - 2017
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael Griffith Mccully, who also goes by Michael G Mccully, was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2016 - 2017. Michael had worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael G Mccully

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

10 years in the financial services industry

Current & Past Employments

LOCUST WALK SECURITIES, LLC·CRD# 156174
BD
Boston, MA
October 13, 2016 - September 25, 2017

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Current Firm

LW
LOCUST WALK SECURITIES, LLC

LOCUST WALK SECURITIES, LLC | LWP ADVISORS, LLC

CRD#: 156174 / SEC#: 8-68771
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

420 Boylston Street Floor 6, Boston, MA 02116

Mailing Address

420 Boylston Street Floor 6, Boston, MA 02116

Phone Number

(617) 300-0161

Established

Delaware since 12/14/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (7 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LOCUST WALK PARTNERS LLCPARENT- OWNER—
CAMISA, KATHLEEN NMNFINOP3239619
MEYERSON, GEOFFREY HARRISMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER3049789

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2017About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Oct 2016About the Series 79 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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