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Michael Winchell

Capstone Partners

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About Michael Winchell

Michael Winchell is a registered representative with Capstone Partners in Chicago, Illinois. Michael has been in the industry since March 1, 2022 and has experience in the securities industry. Michael holds the Series 63, Series 79TO, and SIE licenses and is registered in Illinois. Michael previously worked at VAQUERO CAPITAL LLC in San Francisco, California.

Firm Information

Michael Winchell is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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 Winchell’s Registration & Firm History

IL

04/10/2023 - Present

Capstone Partners (Chicago IL)

CA

02/07/2022 - 03/17/2023

VAQUERO CAPITAL LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 02/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Winchell.
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