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Michael Adam Muntner

Centerview Partners LLC

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About Michael Adam Muntner

Michael Muntner is a financial professional with over 20 years of experience in the industry. Michael is a General Securities Principal and holds FINRA Series 7, 24, 79 and SIE licenses. Michael is currently registered with Centerview Partners LLC and previously held a position with Credit Suisse Securities (USA) LLC.

Firm Information

Michael Muntner is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Michael Muntner’s Registration & Firm History

NY

08/22/2016 - Present

Centerview Partners LLC (NEW YORK NY)

NY

09/01/2000 - 08/17/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/13/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Adam Muntner.
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