Troy McGlone, financial advisor Milwaukee WI
91 score

Troy McGlone

CRD 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.

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Professional Designations
Company Name Location Dates Years
Alps Distributors, Inc. Denver, CO Sep 2014 - Current 2
Heartland Advisors Milwaukee, WI May 2014 - Current 2
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
Contact Info for Troy W. McGlone
Phone Number: 414-347-7777
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,691
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $8,516,858
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, FL, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, TN, TX, WI

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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