Michael Herlihy (CRD# 2220862) is an Investment Advisor Representative working at Rmc Investment Advisors in West Hartford, CT and has over 25 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingston Real Estate Partners, LLC | West Hartford, CT | Oct 2017 - Current | 6 |
| Downstream Properties LLC | West Hartford, CT | Jul 2017 - Current | 6 |
| Rmc Investment Advisors | Farmington, CT | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- CT
- TX
-
Total Assets Under Management951MILLIONS
-
Total Number of Accounts828ACCOUNTS
-
Average Account Value$1,148,268
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, RI, SC, TX
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