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MA

Mitchell L. Asch

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CRD#: 860578
MA

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.

Mitchell Lawrence Asch, who also goes by Mitch Asch, was a registered financial professional .

Mitchell is a previously registered financial professional and started their career in finance in 1978. Mitchell had worked at 18 firms and has passed the Series 63, Series 3, Series 7, Series 1 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mitch Asch

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)


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 7, 2011 - July 5, 2013

ROSS, SINCLAIRE & ASSOCIATES, LLC

BD
CRD#: 25440
BOSTON, MA
Past

May 24, 2011 - December 5, 2011

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BOSTON, MA
Past

July 22, 2010 - May 9, 2011

WEDBUSH SECURITIES INC.

BD
CRD#: 877
BOSTON, MA
Past

January 7, 2010 - June 4, 2010

FINACORP SECURITIES

BD
CRD#: 41569
BOSTON, MA
Past

September 28, 2009 - November 23, 2009

ENDEAVOR CAPITAL

BD
CRD#: 118820
NEW YORK, NY
Past

April 21, 2008 - June 26, 2009

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NEW YORK, NY
Past

July 31, 2007 - March 31, 2008

FAGENSON & CO., INC.

BD
CRD#: 1781
NEW YORK, NY
Past

June 27, 2006 - March 2, 2007

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

January 31, 2005 - October 3, 2005

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

August 22, 1996 - January 4, 2005

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

February 8, 1995 - July 19, 1996

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

May 14, 1994 - December 19, 1994

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

March 9, 1992 - December 22, 1992

DOUGLAS JAMES SECURITIES, INC.

BD
CRD#: 29492
POMPANO BEACH, FL
Past

June 21, 1989 - May 9, 1994

ASCH-DWYER MUNICIPAL SECURITIES, L.P.

BD
CRD#: 24464
PEAPACK, NJ
Past

January 19, 1988 - April 27, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 18, 1985 - March 13, 1987

EMMET & CO, INC.

BD
CRD#: 15993
Past

April 29, 1982 - January 4, 1985

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

December 17, 1978 - February 14, 1982

VP DISTRIBUTORS LLC

BD
CRD#: 3036

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


State Security Law Exam
RR
Series 63
Date: 11/4/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/12/1984
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/11/1978
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


RS
ROSS, SINCLAIRE & ASSOCIATES, LLC
CLIENTFIRST FINANCIAL STRATEGIES | RSA SECURITIES, INC. | ROSS, SINCLAIRE & ASSOCIATES, LLC | ROSS, SINCLAIRE & ASSOCIATES, INC. | MIG SECURITIES CORP.

CRD#: 25440 / SEC#: 801-78513, 8-41740

BD
Terminated by SEC on 08/14/2020
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Contact information


Main Address
700 Walnut Street Ste 600, Cincinnati, OH 45202-2027
Mailing Address
Phone number
Established
Ohio since 11/16/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

UPDATED RSAM PART 2B BROCHURE 3 31 2021 (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
SPISAK, KARL A MRFNOP CCO5206890

Disclosures


Regulatory Event11
Arbitration2

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


ROSS, SINCLAIRE & ASSOCIATES, LLC

CRD#: 25440

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