Michael Torchia (CRD# 4434574) is an Investment Advisor Representative working at Avantax Advisory Services in Hudson, NY and has over 22 years of experience in the finance industry.
CRD# 5619407
Edward Jones
CRD# 3149349
Lpl Financial LLC
CRD# 2576952
American Investment Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Hudson, NY | Oct 2019 - Current | 4 |
| Sickler, Torchia, Allen & Churchill, Cpa's, P.c. | Hudson, NY | Dec 2006 - Current | 17 |
| Avantax Insurance Services, Inc. | Hudson, NY | Nov 2003 - Current | 20 |
| 1st Global Advisors Inc. | Hudson, NY | Jun 2007 - Oct 2019 | 12 |
| 1st Global Capital Corp | Hudson, NY | Jul 2001 - Oct 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- NY
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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