Michael Elser (CRD# 4230284) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, NY and has over 10 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, MA | Jun 2022 - Current | 1 |
Commonwealth Financial Network | Waltham, MA | Oct 2021 - Jun 2022 | < 1 |
Third Eye Associates, Ltd. | Red Hook, NY | Jul 2021 - Oct 2021 | < 1 |
Unemployed | Monroe, NY | Mar 2021 - Jul 2021 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2021 - Mar 2021 | < 1 |
Christopher Marshall | New York, NY | Dec 2020 - Mar 2021 | < 1 |
Alan Balayants | New York, NY | Dec 2020 - Mar 2021 | < 1 |
Northwestern Mutual Investment Services, LLC | New York, NY | Dec 2020 - Mar 2021 | < 1 |
Christopher Marshall | New York, NY | Nov 2020 - Nov 2020 | < 1 |
Alan Balayants | New York, NY | Nov 2020 - Nov 2020 | < 1 |
Unemployed | Monroe, NY | May 2020 - Oct 2020 | < 1 |
1015 Associates | Goshen, NY | May 2019 - May 2020 | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2014 - Jul 2019 | 5 |
Marc Gravatt | Poughkeepsie, NY | Apr 2014 - Jul 2019 | 5 |
Northwestern Mutual Investment Services, LLC | Poughkeepsie, NY | Dec 2013 - Jul 2019 | 5 |
Robin Ackerman | Poughkeepsie, NY | Apr 2015 - Nov 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2014 |
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- NY
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.