Michael Troy, financial advisor Durham NC
93 score

Michael Troy

CRD Number: 5480064
Current Firm: Red Reef Advisors LLC

Michael Troy (CRD# 5480064) is an Investment Advisor Representative working at Red Reef Advisors LLC in Durham, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Red Reef Advisors LLC Boca Raton, FL Jun 2016 - Current 1
Dwm Advisors, LLC Durham, NC Jun 2014 - Jun 2016 2
College For Financial Planning Denver, CO Sep 2013 - Jun 2014 < 1
Bull City Advisors LLC Durham, NC Jan 2013 - Sep 2013 < 1
Markham-tadley Consulting Chapel Hill, NC Apr 2012 - Jan 2013 < 1
Aite Group Carrboro, NC Oct 2009 - Apr 2012 2
Unemployed Princeton, NJ Apr 2009 - Oct 2009 < 1
Satori Consulting New York, NY Dec 2007 - Apr 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Michael C. Troy
Phone Number: 561-400-3285
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $152,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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