Michaelyn BortolottiCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|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|
Total Assets Under Management9,824MILLIONS
Total Number of Accounts19,483ACCOUNTS
Average Account Value$504,240
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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