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Michael Robert Klisares

Bluerock Capital Markets LLC

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About Michael Robert Klisares

Michael Klisares is a financial advisor at Bluerock Capital Markets LLC. He has been in the financial services industry since December 1982. He is registered with FINRA and the states of Iowa, Kansas, Missouri, and Nebraska. He also holds the Series 7, Series 63, and SIE licenses. Michael previously worked at Northstar Securities, LLC, Cantor Fitzgerald & Co., Nexbank Securities Inc., Highland Capital Funds Distributor, Inc., Icon Securities, LLC, KBR Capital Markets, LLC, Behringer Securities LP, Allmerica Investments, Inc., Fundmark Investment Company Services, Inc., and A. G. Edwards & Sons, Inc.

Firm Information

Michael Klisares is currently registered with Bluerock Capital Markets LLC. Bluerock Capital Markets LLC is a Limited Liability Company formed in August 2005. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

30

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 Klisares’s Registration & Firm History

CA

10/05/2017 - Present

Bluerock Capital Markets LLC (Newport Beach CA)

CO

01/12/2016 - 10/02/2017

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

NY

09/09/2015 - 12/11/2015

CANTOR FITZGERALD & CO. (NEW YORK NY)

TX

07/11/2014 - 07/16/2015

NEXBANK SECURITIES INC (DALLAS TX)

TX

06/12/2014 - 07/10/2014

HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)

NY

08/21/2013 - 06/04/2014

ICON SECURITIES, LLC (NEW YORK NY)

CA

02/25/2013 - 08/22/2013

KBR CAPITAL MARKETS, LLC (PALO ALTO CA)

TX

02/24/2003 - 02/19/2013

BEHRINGER SECURITIES LP (DALLAS TX)

MA

10/28/1992 - 11/11/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

NA

05/16/1985 - 09/29/1992

FUNDMARK INVESTMENT COMPANY SERVICES, INC.

NA

05/03/1982 - 02/05/1985

A. G. EDWARDS & SONS, INC.

NA

01/25/1982 - 05/10/1982

BACHE HALSEY STUART SHIELDS INCORPORATED

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Licenses & Designations

BC

Issued 01/29/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Klisares.
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