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MC

Michael S. Cardello

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CRD#: 718970
MC

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.

Michael Sam Cardello, who also goes by Michael S Cardello, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1980. Michael had worked at 56 firms and has passed the Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael S Cardello

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 2, 2024 - July 1, 2024

KW SECURITIES CORPORATION

BD
CRD#: 8237
SMITHTOWN, NY
Past

February 23, 2023 - May 17, 2024

DYNAMIC CAPITAL INVESTMENTS, LLC

BD
CRD#: 290955
PHOENIX, AZ
Past

September 26, 2022 - November 6, 2023

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
LOS ANGELES, CA
Past

May 10, 2022 - October 5, 2023

VELERITY GROUP, INC.

BD
CRD#: 42869
GREAT FALLS, VA
Past

April 6, 2022 - January 24, 2024

NEXPOINT SECURITIES, INC.

BD
CRD#: 165013
DALLAS, TX
Past

August 17, 2021 - October 10, 2023

PRE-IPO STREET INC.

BD
CRD#: 173426
SMITHTOWN, NY
Past

June 11, 2021 - October 5, 2023

CLEARFP SECURITIES, LLC

BD
CRD#: 312370
Lake Oswego, OR
Past

February 12, 2021 - November 15, 2023

LFT SECURITIES, LLC

BD
CRD#: 290210
CINCINNATI, OH
Past

January 19, 2021 - October 5, 2023

AET INVESTMENT SERVICES, LLC

BD
CRD#: 40878
SPOKANE, WA
Past

November 16, 2020 - November 15, 2023

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
CINCINNATI, OH
Past

March 1, 2011 - November 4, 2020

TERRA CAPITAL MARKETS LLC

BD
CRD#: 123762
NEW YORK, NY
Past

May 5, 2010 - November 18, 2010

PT TRADING GROUP, LLC

BD
CRD#: 152086
STATEN ISLAND, NY
Past

June 1, 2007 - June 12, 2009

INTERMERCHANT SECURITIES LLC

BD
CRD#: 142734
NEW YORK, NY
Past

March 31, 2006 - August 30, 2007

S3 SECURITIES LLC

BD
CRD#: 132674
NEW YORK, NY
Past

July 15, 2005 - August 31, 2005

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

February 2, 2005 - September 9, 2011

LIGHTSTONE SECURITIES, LLC

BD
CRD#: 132596
MAHWAH, NJ
Past

November 16, 2004 - September 17, 2009

MEETING STREET BROKERAGE, LLC

BD
CRD#: 34764
PALM CITY, FL
Past

June 22, 2004 - November 16, 2004

MEETING STREET BROKERAGE, LLC

BD
CRD#: 34764
PALM CITY, FL
Past

April 12, 2004 - August 5, 2004

INVESTORS PLANNING SERVICES, CORP.

BD
CRD#: 5798
EAST NORTHPORT, NY
Past

February 19, 2004 - July 19, 2007

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

February 12, 2004 - June 22, 2004

MEETING STREET BROKERAGE, LLC

BD
CRD#: 34764
PALM CITY, FL
Past

October 30, 2003 - January 26, 2009

BUCKRAM SECURITIES LTD

BD
CRD#: 126976
LOCUST VALLEY, NY
Past

November 7, 2001 - January 15, 2002

NEW WORLD SECURITIES, INC.

BD
CRD#: 14694
GARDEN CITY, NY
Past

August 21, 2001 - March 31, 2004

SOLARIS SECURITIES, INC.

BD
CRD#: 31998
SAN ANTONIO, TX
Past

February 16, 2001 - May 1, 2002

ALEX MOORE & COMPANY, INC.

BD
CRD#: 28062
MELVILLE, NY
Past

January 24, 2001 - July 27, 2004

POST-LANE & CO., LLC

BD
CRD#: 46043
NEW YORK, NY
Past

October 3, 2000 - May 10, 2001

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

October 3, 2000 - July 13, 2001

US TRADING LLC

BD
CRD#: 37426
NEW YORK, NY
Past

August 1, 2000 - October 31, 2000

POST-LANE & CO., LLC

BD
CRD#: 46043
NEW YORK, NY
Past

August 1, 2000 - November 20, 2001

GIT SECURITIES CORPORATION

BD
CRD#: 103735
PLAINVIEW, NY
Past

January 24, 2000 - April 25, 2001

IPOMARKET.COM

BD
CRD#: 43709
HAUPPAUGE, NY
Past

October 27, 1999 - September 28, 2000

WINDSOR CAPITAL ADVISORS, LLC

BD
CRD#: 47317
MELVILLE, NY
Past

March 10, 1999 - October 19, 2000

NEW WORLD SECURITIES, INC.

BD
CRD#: 14694
GARDEN CITY, NY
Past

September 17, 1998 - February 1, 2000

PHOENIX FINANCIAL SERVICES CORP

BD
CRD#: 36889
NEW YORK, NY
Past

September 17, 1998 - July 28, 2000

THE MINNEAPOLIS COMPANY, INC.

BD
CRD#: 38859
MELVILLE, NY
Past

August 18, 1998 - January 1, 1999

PARKER BROMLEY LTD.

BD
CRD#: 39674
GARDEN CITY, NY
Past

July 6, 1998 - March 20, 2000

HOBBS MELVILLE SECURITIES CORP.

BD
CRD#: 40133
NEW YORK, NY
Past

March 21, 1998 - May 18, 1998

CREATIVE CAPITAL MANAGEMENT CORPORATION

BD
CRD#: 11145
CLEVELAND, OH
Past

December 8, 1997 - November 3, 1998

ALEX MOORE & COMPANY, INC.

BD
CRD#: 28062
MELVILLE, NY
Past

December 8, 1997 - December 5, 2002

PARKER FINANCIAL CORP.

BD
CRD#: 42140
VALLEY COTTAGE, NY
Past

September 25, 1997 - May 5, 1998

TRANS-HUDSON, L.L.C.

BD
CRD#: 33060
MONTEBELLO, NY
Past

June 9, 1997 - April 30, 2001

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

April 11, 1997 - August 14, 2000

CAMBRIDGE CAPITAL, LLC

BD
CRD#: 41464
GARDEN CITY, NY
Past

July 23, 1996 - November 16, 1998

WHELAN SECURITIES INC

BD
CRD#: 32798
LAKEVILLE, CT
Past

July 7, 1995 - May 24, 2010

BROCKINGTON SECURITIES, INC.

BD
CRD#: 37438
RONKONKOMA, NY
Past

March 15, 1995 - April 2, 1996

J.W. CABOTT & CO., INC.

BD
CRD#: 26968
Past

November 29, 1994 - May 22, 2009

U.S. STERLING SECURITIES, INC.

BD
CRD#: 35912
HAUPPAUGE, NY
Past

September 16, 1994 - November 25, 1996

LANDMARK INTERNATIONAL EQUITIES

BD
CRD#: 25098
WESTBURY, NY
Past

August 23, 1993 - November 30, 2004

EMAX SECURITIES, LLC

BD
CRD#: 29799
NEW YORK, NY
Past

March 17, 1993 - December 31, 2008

ADVANCED PLANNING SECURITIES, INC.

BD
CRD#: 14382
SMITHTOWN, NY
Past

March 11, 1993 - January 16, 1995

LANCASTER LEEDS & CO., INC.

BD
CRD#: 2732
Past

September 24, 1992 - June 17, 1997

H G I

BD
CRD#: 14079
JERICHO, NY
Past

February 18, 1992 - May 20, 1992

AIBC INVESTMENT SERVICES CORPORATION

BD
CRD#: 16397
Past

January 20, 1992 - February 17, 1993

GLAVES SECURITIES CORPORATION

BD
CRD#: 29001
Past

October 31, 1991 - June 22, 2000

SECURITY DEALERS GUILD, INC.

BD
CRD#: 28437
RYE BROOK, NY
Past

November 28, 1990 - November 16, 1992

R.D. WHITE & CO., INC.

BD
CRD#: 7011
NEW YORK, NY
Past

June 21, 1989 - September 21, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

May 7, 1987 - April 22, 1989

JAMES CAPEL INCORPORATED

BD
CRD#: 15390
Past

July 26, 1986 - April 8, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

February 24, 1986 - June 23, 1986

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

BD
CRD#: 10485
Past

November 20, 1980 - January 28, 1985

KEEFE, BRUYETTE & WOODS, INC.

BD
CRD#: 481

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


KS
KW SECURITIES CORPORATION
KW SECURITIES CORPORATION

CRD#: 8237 / SEC#: , 8-24792

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


Main Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Mailing Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Phone number
(631) 595-5309
Established
California since 02/07/1980
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
DEVEXPERTS INC.100% DIRECT OWNER
PEREYRA, ALVARO LUISCEO5578565
RUSSELL, SARAH DETLINGPFO & FINOP6727189
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER1170097

Disclosures


Regulatory Event3

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


KW SECURITIES CORPORATION

CRD#: 8237

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