Michael CollisonCRD Number: 6204419
Current Firm: Citizens Securities, Inc.
Michael Collison (CRD# 6204419) is an Investment Advisor Representative working at Citizens Securities, Inc. in Deep River, CT and has over 4 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Citizens Bank||Philadelphia, PA||Jun 2015 - Current||2|
|Citizens Securities, Inc.||Philadelphia, PA||Jun 2015 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - May 2015||< 1|
|Mcadam LLC||Philadelphia, PA||Oct 2014 - May 2015||< 1|
|Mcadam Financial Group||Philadelphia, PA||Aug 2014 - Oct 2014||< 1|
|Ing Financial Partners, Inc.||Philadelphia, PA||Jun 2013 - Oct 2014||1|
|Arisglobal||Stamford, CT||Apr 2013 - May 2013||< 1|
|Fordham University - Gsb||New York, NY||Sep 2009 - May 2013||3|
|Coach, Inc.||New York, NY||Sep 2012 - Dec 2012||< 1|
|Manhattan Media||New York, NY||Jun 2012 - Oct 2012||< 1|
|Mafco Worldwide Corporation||Dubai,||May 2012 - May 2012||< 1|
|Fordham University||New York, NY||Jun 2011 - Aug 2011||< 1|
|Sturbridge Woods Swim Club||Voorhees, NJ||Jul 2009 - Aug 2009||< 1|
|Saint Joseph's Preparatory School||Philadelphia, PA||Sep 2005 - Jun 2009||3|
|Sturbridge Woods Swim Club||Voorhees, NJ||Jul 2008 - Aug 2008||< 1|
|Sturbridge Woods Swim Club||Voorhees, NJ||Jul 2007 - Aug 2007||< 1|
|Sturbridge Woods Swim Club||Voorhees, NJ||Jul 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.