Michael Asmerom (CRD# 7380197) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hamden, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Hamden, CT | Mar 2022 - Current | 2 |
| Td Private Client Wealth LLC | Hamden, CT | Mar 2022 - Current | 2 |
| Td Private Client Wealth LLC | New Haven, CT | May 2021 - Current | 3 |
| Td Bank N.a. | New Haven, CT | May 2021 - Mar 2022 | < 1 |
| Td Bank N.a. | New Haven, CT | Nov 2017 - May 2021 | 3 |
| University Of Bridgeport | Bridgeport, CT | Aug 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CT
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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