Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Chadwick Michael

Perella Weinberg Partners LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Chadwick Michael

Stephen Chadwick Michael has been active in the financial services industry since November 4, 2001. Stephen is currently registered with Perella Weinberg Partners LP in Houston, TX. Previously, Stephen was registered with Tudor, Pickering, Holt & Co. Securities, LLC and TUDOR PICKERING HOLT & CO ADVISORS LP. Stephen has a Series 7, 63, 24 and SIE license. Stephen is also registered in 10 states including Colorado, Kansas, Louisiana, Mississippi, Missouri, Nevada, New York, Oklahoma, Texas and Virginia.

Firm Information

Stephen Michael is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Michael’s Registration & Firm History

TX

01/04/2021 - Present

Perella Weinberg Partners LP (Houston TX)

TX

10/25/2017 - 01/04/2021

TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)

TX

10/16/2001 - 03/22/2007

J.P. MORGAN SECURITIES INC. (HOUSTON TX)

Not sure if Stephen Chadwick Michael is right for you?

Licenses & Designations

BC

Issued 02/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Chadwick Michael.
Not sure if Stephen Chadwick Michael is right for you?