Michael Bufalini, financial advisor Black River NY
89 score

Michael Bufalini

CRD Number: 6121861
Current Firm: Invest Financial Corporation

Michael Bufalini (CRD# 6121861) is an Investment Advisor Representative working at Invest Financial Corporation in Black River, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Community Bank, Na Black River, NY Oct 2013 - Current 3
Invest Financial Corp. Tampa, FL Oct 2013 - Current 3
Ives Hill Country Club Watertown, NY May 2008 - Oct 2013 5
Merrill Lynch Pittsford, NY Sep 2012 - Dec 2012 < 1
Watertown City Schools Watertown, NY Nov 2003 - Jun 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Michael J. Bufalini
Phone Number: (813) 880-5300
Registered State(s):
  • GA
  • PA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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