Jeremy Modell (CRD# 2729149) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarkston Capital Partners, LLC | Bloomfield Hills, MI | Feb 2021 - Current | 3 |
| Clarkston Capital Partners, LLC | Rochester, MI | Jun 2019 - Feb 2021 | 1 |
| Clarkston Capital Partners, LLC | Birmingham, MI | Sep 2011 - May 2019 | 7 |
| Alps Distributors, Inc. | Denver, CO | Aug 2015 - Dec 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
| S63 | Uniform Securities State Law Examination | Nov 2015 |
- AZ
- MI
- TX
-
Total Assets Under Management6,695MILLIONS
-
Total Number of Accounts2,124ACCOUNTS
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Average Account Value$3,152,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI
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