Inactive

Michael Lenzo

Lake Success, NY

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Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-02-15

NY RA
APPROVED

Since 2023-02-15

Branch Locations

3 Dakota Drive Suite 310, Lake Success, NY 11042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners Llc (Captrust)	Raleigh	NC	10/2018	Present
University Of Delaware	Newark	DE	08/2014	05/2018
Fce Group	Lake Success	NY	06/2018	10/2018

10/2018 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
08/2014 → 05/2018

University Of Delaware

Newark, DE
06/2018 → 10/2018

Fce Group

Lake Success, NY

Designations

View on SEC IAPD

Other Firms

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DAVIDOV FINANCIAL COACHING, LLC

MATRIX PRIVATE WEALTH MANAGEMENT INC.

CITIZENS SECURITIES, INC.

HSBC SECURITIES (USA) INC.

CITIGROUP GLOBAL MARKETS INC.

RAYMOND JAMES & ASSOCIATES, INC.

LPL FINANCIAL LLC

Other Investors

KLAUDIAN MOLOSIU

Jeffrey Samuel Thurm

Antonio Graziosi

Ashley Brooke Starr

Lindsay Ann Abrahams

Alan Mark Kleinberg

Other Offices

J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY

J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY

DAVIDOV FINANCIAL COACHING, LLC · NEW HYDE PARK, NY

MATRIX PRIVATE WEALTH MANAGEMENT INC. · LAKE SUCCESS, NY

CITIZENS SECURITIES, INC. · NEW HYDE PARK, NY

HSBC SECURITIES (USA) INC. · NEW HYDE PARK, NY

CITIGROUP GLOBAL MARKETS INC. · New Hyde Park, NY

RAYMOND JAMES & ASSOCIATES, INC. · New Hyde Park, NY

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