Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Usa Financial & Tax Services, LLC | Glastonbury, CT | Nov 2021 - Current | 2 |
Usa Financial & Tax Services, LLC | Glastonbury, CT | Jan 2015 - Current | 9 |
Capital Asset Advisory Services, LLC | Haslett, MI | Dec 2012 - Nov 2021 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- CT
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts270ACCOUNTS
-
Average Account Value$307,407
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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