Michael Depetris, financial advisor Greer SC
90 score

Michael Depetris

CRD Number: 6296965
Current Firm: Horter Investment Management, LLC

Michael Depetris (CRD# 6296965) is an Investment Advisor Representative working at Horter Investment Management, LLC in Greer, SC and has 1 year of experience in the finance industry. Michael Depetris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Jan 2014 - Current 2
Michael J Depetris, Cfp, Cpa Greer, SC Feb 2007 - Current 9
Spartanburg County Foundation Spartanburg, SC Apr 2000 - Jan 2007 6

Michael Depetris has no recent exams reported.
Contact Info for Michael J. Depetris
Phone Number: 513-984-9933
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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