Michael Troy (CRD# 5480064) is an Investment Advisor Representative working at Red Reef Advisors LLC in Boca Raton, FL and has over 11 years of experience in the finance industry. Michael Troy 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.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Reef Advisors LLC | Boca Raton, FL | Jun 2016 - Current | 7 |
| Dwm Advisors, LLC | Durham, NC | Jun 2014 - Jun 2016 | 2 |
| College For Financial Planning | Denver, CO | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- NC
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Total Assets Under Management109MILLIONS
-
Total Number of Accounts322ACCOUNTS
-
Average Account Value$339,304
- 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
- Selection of other advisers (including private fund managers)
FL, NC, PA
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