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MC

Michael A. Casasanta

OUTCOME CAPITAL
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 7521504
MC

Professional summary


Michael Anthony Casasanta is a registered financial professional currently at OUTCOME CAPITAL, LLC located in Boston, Massachusetts.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2022. Michael has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Anthony Casasanta's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 1, 2022 - Present

OUTCOME CAPITAL, LLC

Office #1: 99 High Street Suite 2900, Boston, MA 02110
BD
CRD#: 100960
BOSTON, MA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(10/10/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/10/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/1/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


OC
OUTCOME CAPITAL, LLC
OUTCOME CAPITAL, LLC | WWC SECURITIES, LLC | WALLACE WILLMORE CROMWELL SECURITIES, LLC

CRD#: 100960 / SEC#: , 8-52060

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


Main Address
20 Custom House 12th Floor, Boston, MA 02110
Mailing Address
20 Custom House 12th Floor, Boston, MA 02110
Phone number
(617) 431-2278
Established
Massachusetts since 11/02/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
OUTCOME CAPITAL HOLDING, LLCOWNER
FREEDMAN, ARNOLD ELIOTCEO4074954
HAUSLER, DAVID PATRICKFINOP / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER4192872

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


OUTCOME CAPITAL, LLC

CRD#: 100960Boston, MA 02110

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