Troy McGloneCRD Number: 6387677
Current Firm: Heartland Advisors, Inc.
Troy McGlone (CRD# 6387677) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Alps Distributors, Inc.||Denver, CO||Sep 2014 - Current||3|
|Heartland Advisors||Milwaukee, WI||May 2014 - Current||3|
|University Of Wisconsin -madison||Madison, WI||Sep 2013 - May 2014||< 1|
|Heartland Advisors||Milwaukee, WI||May 2013 - Aug 2013||< 1|
|University Of Wisconsin -madison||Madison, WI||Aug 2012 - May 2013||< 1|
|Stark Investments||Milwaukee, WI||May 2006 - Jul 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
Total Assets Under Management2,691MILLIONS
Total Number of Accounts316ACCOUNTS
Average Account Value$8,516,858
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, TN, TX, WI