Michael Cally
Investment adviser representative at Jefferies Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Jefferies Investment Advisers LLCMay 2026 to now
- Jefferies LLCMay 2026 to now
- Velocity Capital, LLCJun 2023 to May 2026
- University of South CarolinaJul 2022 to May 2023
- Velocity Capital LLCMay 2022 to Jul 2022
- Jake's Bar and GrillOct 2021 to Mar 2023
- University of South CarolinaAug 2020 to May 2022
- Brae Burn Country ClubMay 2020 to Aug 2020
- University of South CarolinaAug 2019 to May 2020
- Greenburgh Parks and RecreationJul 2019 to Aug 2019
- -May 2019 to Jul 2019
- Vector Marketing Co.Oct 2018 to Dec 2018
- Archbishop StepinacSep 2018 to May 2019
- -Jun 2018 to Sep 2018
- Archbishop StepinacSep 2017 to Jun 2018
- -Aug 2017 to Sep 2017
- Westchester Country ClubJun 2017 to Aug 2017
- Archbishop StepinacSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Jefferies Investment Advisers LLC
$5.2BAssets managed
2,020Clients
118Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7766144
- Firm CRD
- 325421