Michael Kreuzer (CRD# 4963095) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in Amherst, NY and has over 14 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snowden Lane Partners | New York, NY | Dec 2020 - Current | 3 |
| Bank Of America, N.a. | Buffalo, NY | Jan 2010 - Dec 2020 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Williamsville, NY | Nov 2009 - Dec 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- CT
- NY
- TX
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Total Assets Under Management5,932MILLIONS
-
Total Number of Accounts9,455ACCOUNTS
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Average Account Value$627,432
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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