Michael Torello (CRD# 5757655) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 13 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Glastonbury, CT | Jan 2024 - Current | < 1 |
Gateway Wealth Partners, LLC | Glastonbury, CT | Jan 2024 - Current | < 1 |
Cetera Investment Services LLC | Saint Cloud, MN | Jun 2019 - Jan 2024 | 4 |
Cetera Investment Advisers LLC | North Haven, CT | Jun 2019 - Jan 2024 | 4 |
Foresters Financial Services | North Haven, CT | Jun 2017 - Jun 2019 | 2 |
Foresters Advisory Services | North Haven, CT | Feb 2017 - Jun 2019 | 2 |
Foresters Financial | North Haven, CT | Apr 2015 - Jun 2017 | 2 |
Td's Lunch 'n More | Wallingford, CT | Dec 2009 - Aug 2015 | 5 |
First Investors Corp | North Haven, CT | May 2010 - Apr 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2010 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- CT
-
Total Assets Under Management892MILLIONS
-
Total Number of Accounts3,968ACCOUNTS
-
Average Account Value$224,693
- 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)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, WA, WI
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