Michael AgriestiCRD Number: 3165835
Current Firm: Gladstone Wealth Partners
Michael Agriesti (CRD# 3165835) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 18 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Gladstone Wealth Partners||Columbus, OH||Aug 2021 - Current||1|
|Lpl Financial. LLC||Columbus, OH||Aug 2021 - Current||1|
|Lincoln National Life||Columbus, OH||May 2001 - Aug 2021||20|
|Lincoln Financial Advisors||Columbus, OH||May 2001 - Aug 2021||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management4,006MILLIONS
Total Number of Accounts14,893ACCOUNTS
Average Account Value$269,003
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI
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