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Michael Terence Pilson

Houlihan Lokey Capital, Inc.

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About Michael Terence Pilson

Michael Terence Pilson is a registered representative with Houlihan Lokey Capital, Inc. and Triago. Michael has over 30 years of experience in the financial services industry. Michael holds Series 7, 6, 63, 79TO, 24 and SIE licenses. Michael has been registered in several states, including New York, California, Connecticut, Delaware, Illinois, Massachusetts, New Jersey, Ohio, and Pennsylvania.

Firm Information

Michael Pilson is currently registered with Houlihan Lokey Capital, Inc.. Houlihan Lokey Capital, Inc. is a Corporation formed on January 9, 1996, and is registered in all 50 states and the District of Columbia. The firm has been approved for registration with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

651

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 Pilson’s Registration & Firm History

NY

05/30/2024 - Present

Houlihan Lokey Capital, Inc. (NEW YORK NY)

CT

03/29/2018 - 09/10/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROWAYTON CT)

CT

03/31/2014 - 03/29/2018

EATON PARTNERS, LLC (ROWAYTON CT)

NY

02/06/2013 - 04/02/2014

ATLANTIC - PACIFIC CAPITAL, INC. (NEW YORK NY)

NA

09/13/1993 - 10/31/1994

ALEX. BROWN & SONS INCORPORATED

MD

06/09/1993 - 08/18/1993

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 06/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2021

Series 24 - General Securities Principal Examination

BC

Issued 08/28/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/08/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Terence Pilson.
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