Michael James Wheeler Jr.
Professional Summary
Michael James Wheeler Jr., who also goes by Michael James Wheeler, is a registered financial advisor currently at CCA CAPITAL LLC located in Boston, Massachusetts. Michael is registered as a RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael James Wheeler
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
CCA CAPITAL LLC | CPGLB CAPITAL LLC
Contact Information
Main Address
One Boston Place 201 Washington St., Suite 3825, Boston, MA, 02108Mailing Address
One Boston Place 201 Washington St., Suite 3825, Boston, MA, 02108Phone Number
(617) 570-2300Established
Delaware since 06/25/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (27 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CCA GROUP, LLC | SOLE MEMBER | — |
| PASQUALINI, MARTIN J | PRINCIPAL/DIRECTOR / VP | — |
| STAHLE, JAMES RICHARD | CEO / CCO / DIR./PRINCIPAL | — |
| WILSON, ROBERT (NMN) | CHIEF FINANCIAL OFFICER/FINOP | 6465354 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(10/25/2021)
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(10/19/2021)
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(10/26/2021)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael James Wheeler Jr.'s CRS (Customer Relationship Summary).
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