Michael Baran (CRD# 7612129) is an Investment Advisor Representative working at Compass in Fairfield, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Comprehensive Planning Associates, Ltd. | Fairfield, CT | Oct 2023 - Current | < 1 |
Comprehensive Planning Associates, Ltd. | Fairfield, CT | Nov 2022 - Current | 1 |
Comprehensive Planning Associates, Ltd. | Fairfield, CT | Aug 2022 - Current | 1 |
People's United Bank | Seymour, CT | Aug 2021 - Jul 2022 | < 1 |
Unemployed | Oxford, CT | Mar 2021 - Aug 2021 | < 1 |
Fox Pest Control | Oxford, CT | Aug 2019 - Mar 2021 | 1 |
Unemployed | Oxford, CT | Apr 2019 - Aug 2019 | < 1 |
Ct Landscapes/ Weed Man Lawn Care | Bridgeport, CT | Jan 2019 - Apr 2019 | < 1 |
Full Time Student | Bridgeport, CT | Sep 2013 - Dec 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CT
- FL
- NY
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$274,405
- 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
- Educational seminars/workshops
CT, FL, NY
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