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MN

Miles W. Nash

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CRD#: 6837028
MN

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.

Miles William Nash, who also goes by Miles Nash, was a registered financial professional .

Miles is a previously registered financial professional and started their career in finance in 2017. Miles had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Miles Nash

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)


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

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


Past

April 30, 2020 - July 1, 2020

FINPRO CAPITAL ADVISORS, INC.

BD
CRD#: 157816
SOMERVILLE, NJ
Past

November 24, 2017 - May 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHESTER, NJ
Past

September 28, 2017 - May 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHESTER, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FC
FINPRO CAPITAL ADVISORS, INC.
FINPRO CAPITAL ADVISORS, INC.

CRD#: 157816 / SEC#: , 8-68864

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
46 E. Main Street Suite 303, Somerville, NJ 08876
Mailing Address
46 E. Main Street Suite 303, Somerville, NJ 08876
Phone number
(908) 234-9398
Established
New Jersey since 03/08/2011
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FINPRO, INC.SHAREHOLDER
MARTORANA, SCOTT CHRISTOPHEREXECUTIVE MANAGING DIRECTOR5040445
MAURO, JOHN PAULFINOP5920615
MAURO, JOHN PAULCHIEF COMPLIANCE OFFICER5920615
MUSSO, DONALD JAMESPRESIDENT/DIRECTOR5015899

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


FINPRO CAPITAL ADVISORS, INC.

CRD#: 157816

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