Michael Topley (CRD# 5808156) is an Investment Advisor Representative working at Lansing Street Advisors in Ambler, PA and has over 11 years of experience in the finance industry. Michael Topley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 |
|---|---|---|---|
| Lansing Street Advisors | Philadelphia, PA | Jun 2020 - Current | 3 |
| Edge Financial Wellness | Philadelphia, PA | Jun 2019 - Current | 4 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Oct 2018 - Current | 5 |
| Avenue 1 Advisors, Llc Dba Blue Rock Avenue 1 | Wilmington, DE | Oct 2018 - Aug 2020 | 1 |
| Blue Rock Financial Group | Wilmington, DE | Sep 2015 - Apr 2019 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2015 - Oct 2018 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2015 - Oct 2018 | 3 |
| Sei Investments Distribution Company | Oaks, PA | Sep 2013 - Sep 2015 | 2 |
| Sei Investments Management Corp | Oaks, PA | Sep 2013 - Sep 2015 | 2 |
| Sei | Oaks, PA | Sep 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- PA
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts339ACCOUNTS
-
Average Account Value$1,117,752
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
NJ, PA
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