Michael L. Chindamo

DOBSON STREET LLC

Winter Park, FL 32789

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CRD#: 857262

Professional summary

Michael Leonard Chindamo, AIF®, CFP®, who also goes by Mickey Chindamo, is a registered financial advisor currently at DOBSON STREET LLC located in Winter Park, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Michael has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 5, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mickey Chindamo

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.

1)FAUTORES FAMILY OFFICES FROM INDIVIDUALS TO GENERATIONS. 200 MEADOW LANE, LONGWOOD, FL 32779 3/2012-PRESENT - NOT INVESTMENT RELATED. SMALL BUSINESS CONSULTING-20 HOURS A MONTH ALL DURING TRADING HOURS. TAX PREPARATION- AROUND FIVE HOURS A MONTH WITH ALL BEING DURING MARKET HOURS. PENSION RELATED SERVICES LESS THAN TEN HOURS A WEEK WITH ALL OF THEM DURING MARKET HOURS. LIFE AND HEALTH INSURANCE- FIVE HOURS A MONTH ALL DURING TRADING HOURS. PROVIDES FINANCIAL PLANNING, INVESTMENTS AND FINACIAL EDUCATION FOR INDIVIDUALS AND BUSINESSES. TWO HOURS A MONTH ALL DURING TRADING HOURS. 2) WILBANKS SECURITIES ADVISORY-INVESTMENT ADVISOR REPRESENTATIVE- INVESTMENT RELATED- 200 MEADOW LANE, LONGWOOD, FL 32779 - 12/2009-PRESENT- 40 HOURS A MONTH ALL DURING TRADING HOURS. 3) IT'S A HABIT COMPANY, BOARD OF DIRECTORS, 2238 HARWOOD STREET, LOS ANGELES, CA 90031, 06/26/2013 TO PRESENT; 5-10 HOURS PER MONTH, NON DURING TRADING HOURS; NON-INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Leonard Chindamo's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

December 20, 2017 - Present

DOBSON STREET LLC

Office #1: 1531 Aloma Avenue, Winter Park, FL 32789

RIA

CRD#: 289509

Winter Park, FL

Past

January 19, 2010 - March 19, 2018

WILBANKS SECURITIES ADVISORY

RIA

CRD#: 118304

Longwood, FL

Past

December 7, 2009 - July 31, 2017

WILBANKS SECURITIES, INC.

CRD#: 40673

ALTAMONTE SPRINGS, FL

Past

March 14, 2008 - December 8, 2009

BROOKSTONE SECURITIES, INC.

RIA

CRD#: 13366

ALTAMONTE SPRINGS, FL

Past

March 13, 2008 - December 8, 2009

BROOKSTONE SECURITIES, INC.

CRD#: 13366

ALTAMONTE SPRINGS, FL

Past

February 14, 2008 - May 12, 2008

MUTUAL FUND SPECIALISTS, INC.

CRD#: 35739

WINTER PARK, FL

Past

September 20, 2005 - December 23, 2009

TOELKE & ASSOCIATES, INC.

RIA

CRD#: 142053

WINTER PARK, FL

Past

February 12, 2004 - October 5, 2007

MUTUAL FUND SPECIALISTS, INC.

CRD#: 35739

WINTER PARK, FL

Past

August 28, 2002 - September 11, 2003

NEW ENGLAND SECURITIES

RIA

CRD#: 615

ORLANDO, FL

Past

May 16, 2002 - September 11, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 11, 2002 - March 5, 2002

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

December 11, 2001 - February 6, 2002

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

January 31, 2001 - December 13, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

May 19, 1992 - January 4, 1993

SUNAMERICA SECURITIES, INC.

CRD#: 20068

Past

December 21, 1987 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

September 15, 1986 - January 26, 1988

SANDHURST SECURITIES LTD.

CRD#: 13831

Past

July 31, 1981 - September 16, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

October 1, 1980 - September 19, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

January 31, 1980 - September 29, 1980

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

January 3, 1979 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

CRD#: 640

Past

September 25, 1978 - January 18, 1979

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/20/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/3/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/29/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/26/2001

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 5

Date: 10/16/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 9/16/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/27/1989

General Securities Principal Examination

Current Firm

DOBSON STREET LLC

CRD#: 289509 / SEC#:

Florida

Registered Investment Advisory firm - (12/12/2017 Approved)

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Contact information

Main Address

1531 Aloma Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(407) 765-5446

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 8,347,534

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael L. Chindamo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Leonard Chindamo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILBANKS SECURITIES ADVISORY

WILBANKS SECURITIES, INC.

BROOKSTONE SECURITIES, INC.

BROOKSTONE SECURITIES, INC.

MUTUAL FUND SPECIALISTS, INC.

TOELKE & ASSOCIATES, INC.

MUTUAL FUND SPECIALISTS, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

VALIC FINANCIAL ADVISORS, INC.

AMERITAS INVESTMENT COMPANY, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

SUNAMERICA SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

SANDHURST SECURITIES LTD.

E. F. HUTTON & COMPANY INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

THOMSON MCKINNON SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/1997

Series 63

Date: 10/29/1981

SIE

Date: 7/31/2017

Series 6

Date: 1/26/2001

Series 5

Date: 10/16/1981

Series 7

Date: 9/16/1978

Series 24

Date: 11/27/1989

Current Firm

DOBSON STREET LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOBSON STREET LLC

TRUST BUT VERIFY

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