Unclaimed Profile

Michael Douglas Pope

WELLFIELD CAPITAL MANAGEMENT, LP·KINGWOOD, Texas

Series 7, Series 66, Series 87Clean record22 years registeredWELLFIELD CAPITAL MANAGEMENT, LP

800 ROCKMEAD DR., KINGWOOD, TX 77339CRD# 4694433Firm CRD# 323494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Douglas Pope · KINGWOOD, TX

Registration

CRD #4694433 · WELLFIELD CAPITAL MANAGEMENT, LP · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELLFIELD CAPITAL MANAGEMENT, LP

WELLFIELD CAPITAL MANAGEMENT

Jan 2023 – Sep 2023

KINGWOOD, TX

CREDIT SUISSE SECURITIES (USA) LLC

Feb 2008 – May 2008

HOUSTON, TX

CREDIT SUISSE SECURITIES (USA) LLC

Apr 2006 – Jan 2008

HOUSTON, TX

THE AYCO COMPANY,L.P.

Dec 2003 – Aug 2004

COHOES, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Series 87

Registration record

First registered · December 12, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLFIELD CAPITAL MANAGEMENT, LP

CRD 323494 · SEC 801-126863

AUM

$326M

Regulatory assets under management

Employees

3 client accounts

Services offered by WELLFIELD CAPITAL MANAGEMENT, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WELLFIELD CAPITAL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Michael Douglas Pope offer?

Michael Douglas Pope specializes in Retirement Planning.

What are Michael Douglas Pope's credentials?

Michael Douglas Pope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Douglas Pope located?

Michael Douglas Pope is based in KINGWOOD, Texas, last registered with WELLFIELD CAPITAL MANAGEMENT, LP.

How does Michael Douglas Pope charge for services?

Michael Douglas Pope's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLFIELD CAPITAL MANAGEMENT, LP?

WELLFIELD CAPITAL MANAGEMENT, LP has approximately 5 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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