Michael Belsky, financial advisor Highland Park IL
93 score

Michael Belsky

CRD Number: 1839425
Current Firm: Greenwich Investment Management, Inc.

Michael Belsky (CRD# 1839425) is an Investment Advisor Representative working at Greenwich Investment Management, Inc. in Highland Park, IL and has over 24 years of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Highland Park IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Highland Park IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Highland Park IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
Greenwich Investment Management, Inc. Stamford, CT Jul 2013 - Current 3
New Vernon Wealth Management LLC Highland Park, IL Jan 2013 - Jul 2013 < 1
Sf Investments, Inc. Highland Park, IL Aug 2011 - Mar 2013 1
Cw Henderson & Associates Chicago, IL May 2009 - Jul 2011 2
Fitch Ratings Chicago, IL Jun 1993 - Apr 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Michael D. Belsky
Phone Number: 203-625-5316
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    425
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $1,924,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CT, FL, IL, KY, LA, MA, ME, MI, MO, NC, NH, NJ, NY, OH, PA, RI, TX, VT, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.