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MH

Michelle L. Hoesly

ATCAP PARTNERS
Rockville, MD 20850
Some features on this profile are disabled
CRD#: 854704
MH

Professional summary

Michelle Louise Hoesly, who also goes by Michelle Louise Gibeault, Micki Hoesly, is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Rockville, Maryland and CEROS FINANCIAL SERVICES, INC. located in Norfolk, Virginia.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. Michelle has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Louise Gibeault | Micki Hoesly

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) - RIA

Click below to view Michelle Louise Hoesly'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

April 1, 2026 - Present

ATCAP PARTNERS, LLC

Office #1: 1445 Research Boulevard #530, Rockville, MD 20850
RIA
CRD#: 158214
Rockville, MD
Current

August 28, 2009 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 999 Waterside Drive, Suite 435, Norfolk, VA 23510
BD
CRD#: 37869
Norfolk, VA
Past

March 6, 2007 - August 31, 2009

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
NORFOLK, VA
Past

June 1, 2005 - March 12, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NORFOLK, VA
Past

May 26, 2000 - April 1, 2026

RESOURCE 1, INC.

RIA
CRD#: 115816
Norfolk, VA
Past

July 18, 1978 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

July 18, 1978 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ATCAP PARTNERS, LLC
ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA
Registered Investment Advisory firm - (7/25/2011 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
California
(8/28/2009)
IAR
California
(4/1/2026)
RR
District of Columbia
(3/3/2011)
RR
Florida
(8/28/2009)
IAR
Illinois
(4/1/2026)
IAR
Indiana
(4/1/2026)
IAR
Maine
(4/1/2026)
IAR
Maryland
(4/1/2026)
IAR
New Jersey
(4/1/2026)
RR
North Carolina
(8/28/2009)
IAR
North Carolina
(4/1/2026)
IAR
Texas
(4/1/2026)
RR
Virginia
(8/28/2009)
IAR
Virginia
(4/1/2026)
RR
Wisconsin
(8/28/2009)
IAR
Wisconsin
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/13/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 7/11/1978
Registered Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

AP
ATCAP PARTNERS, LLC
ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA
Registered Investment Advisory firm - (7/25/2011 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1445 Research Boulevard #530, Rockville, MD 20850
Mailing Address
Phone number
(866) 842-3356
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (17 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATCAP PARTNERS- JULY 2022 (3/25/2025)

Regulatory assets under management

Total Number of Accounts220
AUM (Assets Under Management)$ 62,948,000

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

ATCAP PARTNERS, LLC

CRD#: 158214Rockville, MD 20850

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Contact information

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