🏦LTB
Series 79: Section 4
Series 79 practice questionmediumBroker-Dealer Registration

A municipal advisor at a registered bank provides advice solely on municipal derivatives, not securities. Which registration is required under the Exchange Act?

  1. AOnly municipal advisor registration with the MSRB
  2. BNo registration at all
  3. CDual registration as both broker-dealer and investment adviser
  4. DMunicipal advisor registration, but not broker-dealer registration✓ Correct answer
Explanation

Why DMunicipal advisor registration, but not broker-dealer registration

Municipal advisors must register with the MSRB for advisory work but need not register as broker-dealers unless engaging in securities transactions. This nuance is critical for regulatory compliance.

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