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Michel Stefano Tenaglia

Vima, LLC

Troy, MI

CRD 3167231

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Employer firm

Vima, LLC CRD 148833

$229M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • INSURANCE

From the firm’s Form ADV. Read the guides:

Current Employers
Vima, Llc

46 East Square Lake Rd., Troy, MI 48085 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-09-21
MI RA APPROVED 2011-07-19
  • FL RA
    APPROVED
    Since 2011-09-21
  • MI RA
    APPROVED
    Since 2011-07-19

Branch Locations

46 East Square Lake Rd., Troy, MI 48085 • 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
Vima Troy MI 07/2011 Present
  • 07/2011 → Present
    Vima
    Troy, MI
Previous Registrations
  • 2009-04-06 → 2011-07-28
    Leonard, MI
    Southfield, MI
    Leonard, MI
  • 2007-04-02 → 2009-03-20
    Morgan Stanley & Co. Llc
    Birmingham, MI
  • 2006-08-09 → 2007-04-02
    Morgan Stanley Dw Inc.
    Birmingham, MI
    Birmingham, MI
Other Businesses

1. 7/15/2011 VIMA LLC 3. 2/27/09 - ITALIAN AMERICAN CHAMBER OF COMMERCE OF MICHIGAN / BOARD MEMBER / ACTIVITY BEGAN 1/03 / 1% TIME SPENT. 4. 2/27/09 - FIXED INSURANCE BUSINESS / 3% TIME SPENT / ACTIVITY BEGAN 6/98. 6. 03/18/09 / NON-VARIABLE INSURANCE / SALES OF FIXED UNIVERSAL LIFE, FIXED ANNUITIES AND LTC INSURANCE 7. 07/10/2010 - ADDISON COURT DEVELOPMENT COMPANY - ADDISON COURT DEVELOPMENT COMPANY. MY FRIEND AND I OWN ONE PIECE OF FARMLAND. SOMETIMES WE RENT IT TO HUNTERS, SOMETIMES NOT. TIME SPENT 1%, ANNUAL INCOME - 50.00

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-31
S63 Uniform Securities Agent State Law Examination 1999-02-08
  • S65 Uniform Investment Adviser Law Examination
    2002-01-31
  • S63 Uniform Securities Agent State Law Examination
    1999-02-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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