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MP

Michael A. Prittie

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CRD#: 7300795
MP

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 Adam Prittie was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2020. Michael had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
06/2013 to present Investment related: No Mandeville Insurance Services Inc. - 1375 Kerns Road, Suite 200, Burlington, ON Canada L7P 4V7 Nature of business: Life Insurance Agency Position: Vice President Duties: Oversee insurance operations Approximately 1 hour per month 12/1994 to present Investment related: No Adam Capital Inc. - 610-1575 Carling Avenue, Ottawa, ON Canada K1Z 8R1 Nature of business: Holding company Position: President Approximately 1 hour per month 12/1994 to present Investment related: No 1092198 Ontario Inc. - 1326 Terrace Ridge, Carp, ON Canada K0A 1L0 Nature of business: Operating company Position: President Duties: Pay office rent, pay office fees, etc. Approximately 1 hours per month

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

December 2, 2020 - December 31, 2023

MANDEVILLE PRIVATE CLIENT USA INC.

RIA
CRD#: 305945
Ottawa,

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


Current Firm


MP
MANDEVILLE PRIVATE CLIENT USA INC.
MANDEVILLE PRIVATE CLIENT USA INC.

CRD#: 305945 / SEC#: 801-118335

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Contact information


Main Address
1375 Kerns Road Suite 200, Burlington, Ontario, L7P 4V7
Mailing Address
Phone number
(905) 331-4255
Established
Firm type
Fiscal year end
# of Employees
15

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 4,451,940

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


MANDEVILLE PRIVATE CLIENT USA INC.

CRD#: 305945

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