Michael Cimino (CRD# 6565013) is an Investment Advisor Representative working at Morgan Stanley in Blue Bell, PA and has over 8 years of experience in the finance industry.
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 |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Oct 2021 - Current | 2 |
| Morgan Stanley | Blue Bell, PA | Jul 2021 - Current | 2 |
| Unemployed | West Chester, PA | Oct 2020 - Jun 2021 | < 1 |
| Pruco Securities, LLC | Dresher, PA | Apr 2020 - Oct 2020 | < 1 |
| Prudential Annuities Distributors, Inc. | Dresher, PA | Sep 2015 - Oct 2020 | 5 |
| The Prudential Insurance Company Of America | Dresher, PA | Sep 2015 - Oct 2020 | 5 |
| Pruco Securities, LLC | Dresher, PA | Dec 2018 - Mar 2020 | 1 |
| Commonwealth National Golf Club | Horsham, PA | Jun 2015 - Sep 2015 | < 1 |
| Keystone Real Estate Group | State College, PA | Jan 2014 - Jun 2015 | 1 |
| Penn State University | State College, PA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- PA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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