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Michael Case Condelli

Canaccord Genuity LLC

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About Michael Case Condelli

Michael Condelli is a financial professional with over 17 years of experience in the financial services industry. Michael is currently registered with Canaccord Genuity LLC and holds Series 7, 7TO, 63, and SIE licenses. He has previously worked with several firms including Aberdeen Fund Distributors, LLC, Cantor Fitzgerald & Co., and Gabelli & Company, Inc.. Michael has a strong track record of providing comprehensive financial advice to clients and is committed to helping them achieve their financial goals.

Firm Information

Michael Condelli is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

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 Condelli’s Registration & Firm History

MA

09/18/2023 - Present

Canaccord Genuity LLC (BOSTON MA)

MA

02/09/2022 - 09/07/2023

ABERDEEN FUND DISTRIBUTORS, LLC (Boston MA)

MA

03/13/2001 - 04/28/2015

CANTOR FITZGERALD & CO. (BOSTON MA)

NY

10/08/1999 - 02/28/2001

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

BC

Issued 05/30/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Case Condelli.
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