Michael Serchen, financial advisor Boston MA
96 score

Michael Serchen

CRD Number: 1140294
Current Firm: Anchor Capital Advisors LLC

Michael Serchen (CRD# 1140294) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 33 years of experience in the finance industry. Michael Serchen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Anchor Capital Advisors LLC Boston, MA Jun 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Michael K. Serchen
Phone Number: 617-338-3800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,105
    MILLIONS
  • Total Number of Accounts
    24,359
    ACCOUNTS
  • Average Account Value
    $332,719
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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