Michael Sanchez, financial advisor Los Angeles CA
81 score

Michael Sanchez

CRD Number: 1447606
Current Firm: Banyan Tree Asset Management, LLC

Michael Sanchez (CRD# 1447606) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Banyan Tree Securities, LLC Los Angeles, CA Oct 2013 - Current 3
Banyan Tree Asset Management, LLC Los Angeles, CA Jun 2013 - Current 3
Amerivet Securities, Inc. Moreno Valley, CA Mar 2009 - Nov 2013 4
Abridge Partners, LLC Diamond Bar, CA Jan 2012 - Sep 2013 1
Byrne & Clayton Consulting, LLC San Dimas, CA Oct 2009 - Oct 2012 3
Unemployed La Verne, CA Aug 2009 - Oct 2009 < 1
Vaquero Private Capital, Inc. Anaheim, CA Jan 2009 - Aug 2009 < 1
Glencrest Investment Advisors, Inc. Claremont, CA Jun 2007 - Jan 2009 1
Unemployed La Verne, CA Mar 2007 - Jun 2007 < 1
Morgan Stanley Dw Inc. Pasadena, CA Mar 2005 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Aug 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Sanchez
Phone Number: 310-477-0111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    493
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $9,488,891
Compensation Options
  • A percentage of assets under your management
  • Other
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

CA, KY, MN, TX

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BADGES
81

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