Michael Beroza, financial advisor Edison NJ
90 score

Michael Beroza

CRD Number: 6016660
Current Firm: Foresters Advisory Services, LLC

Michael Beroza (CRD# 6016660) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Edison, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Foresters Advisory Services, LLC Edison, NJ Apr 2014 - Current 2
Foresters Financial Services, Inc. Edison, NJ Nov 2013 - Current 3
Nylife Securites, LLC New York, NY May 2012 - Oct 2013 1
New York Life Insurance Co New York, NY Jan 2012 - Oct 2013 1
Starbucks Astoria, NY Sep 2008 - Jul 2012 3
Allergy Testing Center Forest Hills, NY Nov 2008 - Aug 2010 1
Starbucks Northport, NY Aug 2006 - Sep 2008 2
Starbucks Huntington, NY Mar 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Michael B. Beroza
Phone Number: 212-858-8000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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