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Michael Carl Giese

MCG Capital Management, LLC

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About Michael Carl Giese

Michael Giese is a financial professional with over two decades of experience in the industry. Michael is currently a Registered Investment Advisor Representative at mcg Capital Management, LLC, in Boston, MA. Prior to joining mcg Capital Management, LLC, Michael was registered with Ceros Financial Services, Inc., in Park City, UT. Michael has a broad range of experience, having obtained both the Series 65 and Series 63 licenses. Michael also holds the Series 6TO and SIE licenses. In addition to his current role with mcg Capital Management, LLC, Michael is also an owner of North Trail Capital, LLC, and North Trail Capital II, LLC. Both of these entities are private investment partnerships available to accredited investors. MCG Capital Management, LLC is the adviser to both of these partnerships.

Firm Information

Michael Giese is currently registered with MCG Capital Management, LLC. MCG Capital Management, LLC is an investment adviser that provides portfolio management for pooled investment vehicles. The firm has one investment adviser representative and offers advisory services to other investment advisers.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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commissions

Earned based on transactions or products sold.

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Michael Giese’s Registration & Firm History

MA

12/15/2016 - Present

MCG Capital Management, LLC (BOSTON MA)

UT

12/07/2022 - 05/09/2023

CEROS FINANCIAL SERVICES, INC. (Park City UT)

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Licenses & Designations

BC

Issued 12/07/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/11/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Carl Giese.
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