Michael Calafati (CRD# 2700844) is an Investment Advisor Representative working at Eagle Strategies LLC in Harleysville, PA and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Calafati Financial Group | Harleysville, PA | Sep 2015 - Current | 8 |
Eagle Strategies LLC | Harleysville, PA | May 2008 - Current | 16 |
New York Life | New York, NY | Dec 1995 - Current | 28 |
Nylife Securities Inc. | Bala Cynwyd, PA | Dec 1995 - Current | 28 |
Calafati & Associates | Bala Cynwyd, PA | Mar 2007 - Sep 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1996 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- PA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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