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Michael T Cleary

Private Client Wealth Advisors, LLC

Denver, CO

Midlothian, VA

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Current Employers
Private Client Wealth Advisors, Llc

1040 South Gaylord Street Suite 12, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-05
CO RA APPROVED 2020-02-03
  • TX RA
    APPROVED
    Since 2020-05-05
  • CO RA
    APPROVED
    Since 2020-02-03

Branch Locations

1040 South Gaylord Street Suite 12, Denver, CO 80209 • United States

Midlothian, VA • 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
OrganizationCityStateFromTo
Self-Employed Midlothian VA 02/2014 02/2017
Cetera Advisors Llc Denver CO 01/2015 12/2016
Larimer Capital Corporation Denver CO 02/2017 03/2019
American United Life Richmond VA 03/2019 05/2019
Oneamerica Securities Richmond VA 04/2019 05/2019
  • 02/2014 → 02/2017
    Self-Employed
    Midlothian, VA
  • 01/2015 → 12/2016
    Cetera Advisors Llc
    Denver, CO
  • 02/2017 → 03/2019
    Larimer Capital Corporation
    Denver, CO
  • 03/2019 → 05/2019
    American United Life
    Richmond, VA
  • 04/2019 → 05/2019
    Oneamerica Securities
    Richmond, VA
Previous Registrations
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-15
S63 Uniform Securities Agent State Law Examination 1994-11-11
S65 Uniform Investment Adviser Law Examination 1994-09-22
  • S66 Uniform Combined State Law Examination
    2008-04-15
  • S63 Uniform Securities Agent State Law Examination
    1994-11-11
  • S65 Uniform Investment Adviser Law Examination
    1994-09-22
Other Names
  • Michael Thomas Cleary
  • Michael T Cleary
  • Michael Cleary

View on SEC IAPD

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KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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