Michael Arteaga, financial advisor Los Angeles CA

Michael Arteaga

CRD Number: 6561209
Current Firm: Adviceperiod, LLC

Michael Arteaga (CRD# 6561209) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Adviceperiod, LLC Los Angeles, CA Sep 2019 - Current 1
Merrill Lynch Los Angeles, CA Jun 2018 - Aug 2019 1
Merrill Lynch Los Angeles, CA Nov 2016 - May 2018 1
University Of San Francisco San Francisco, CA Sep 2014 - May 2018 3
Morgan Stanley San Francisco, CA Sep 2015 - Aug 2016 < 1
Yume Inc. Redwood City, CA Jul 2015 - Sep 2015 < 1
Unemployed Bellflower, CA May 2014 - Sep 2014 < 1
St. John Bosco High School Bellflower, CA Aug 2010 - May 2014 3
Houlihan Lokey Los Angeles, CA Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Michael A. Arteaga
Phone Number: 424-281-3600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,459
    MILLIONS
  • Total Number of Accounts
    4,821
    ACCOUNTS
  • Average Account Value
    $924,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, DC, FL, HI, IA, IL, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, WA, WI

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