Michael ClearyCRD Number: 1816212
Current Firm: Vantage Financial Group, Inc.
Michael Cleary (CRD# 1816212) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 25 years of experience in the finance industry. Michael Cleary 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.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|Walnut Street Securities, Inc.||Cleveland, OH||Mar 1992 - Aug 2013||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
Total Assets Under Management429MILLIONS
Total Number of Accounts1,942ACCOUNTS
Average Account Value$220,931
- 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
- Pension consulting services
AZ, CA, CO, CT, FL, IL, IN, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX