Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Cassella is a financial advisor registered with Atcap Partners, LLC. Michael is a licensed Investment Advisor Representative and has been in the industry since 2001. Michael is registered with the state of New York. Atcap Partners, LLC offers advisory services for both individuals and businesses. Their services include financial planning, educational seminars, market timing services, selection of other advisors, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Wrap fee based on percentage of assets under management
1
2
MD
01/22/2024 - Present
Atcap Partners, LLC (ROCKVILLE MD)
NY
03/16/2020 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
02/01/2018 - 05/18/2018
MD GLOBAL PARTNERS, LLC (NEW YORK NY)
NY
06/04/2013 - 05/07/2015
WORDEN CAPITAL MANAGEMENT LLC (GARDEN CITY NY)
NY
11/13/2009 - 06/17/2011
VFINANCE INVESTMENTS, INC (NEW YORK NY)
NY
07/16/2004 - 06/17/2011
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
11/12/1997 - 07/13/2004
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
08/29/1994 - 11/10/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NA
07/01/1994 - 08/29/1994
SOUTH RICHMOND SECURITIES, INC.
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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