Michael Baloy (CRD# 6405924) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Greer, SC | Feb 2021 - Current | 2 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 2 |
| Bb&t Securities, LLC | Simpsonville, SC | Jan 2018 - Feb 2021 | 3 |
| Bbtis | Greer, SC | Aug 2016 - Jan 2018 | 1 |
| Edward Jones | St Louis, MO | Nov 2014 - Jul 2016 | 1 |
| Cobb County Toyota | Kennesaw, GA | Dec 2013 - Aug 2014 | < 1 |
| Atria Senior Living | Atlanta, GA | Dec 2012 - Sep 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management53,170MILLIONS
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Total Number of Accounts125,600ACCOUNTS
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Average Account Value$423,328
- A percentage of assets under your management
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