Michaelyn Bortolotti, financial advisor Boston MA

Michaelyn Bortolotti

CRD Number: 5063107
Current Firm: Steward Partners Investment Advisory, LLC

Michaelyn Bortolotti (CRD# 5063107) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Boston, MA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Advisory, LLC New York, NY Feb 2018 - Current 3
Raymond James Financial Services, Inc. Boston, UT Oct 2017 - Current 4
Steward Partners Investment Advisory, LLC New York, NY Oct 2017 - Current 4
Steward Partners Global Advisory, LLC Boston, MA Oct 2017 - Current 4
Morgan Stanley Smith Barney Boston, MA Jun 2009 - Oct 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Michaelyn D. Bortolotti
Phone Number: 212-364-0364
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    9,824
    MILLIONS
  • Total Number of Accounts
    19,483
    ACCOUNTS
  • Average Account Value
    $504,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, 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, WY

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