Garry Michel, financial advisor Montgomery NY
96 score

Garry Michel

CRD Number: 5307535
Current Firm: Cetera Investment Advisers LLC

Garry Michel (CRD# 5307535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, NY and has over 9 years of experience in the finance industry. Garry Michel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Serivces LLC St.cloud, MN Apr 2016 - Current < 1
Walden Savings Bank Montgomery, NY Apr 2016 - Current < 1
Cetera Investment Advisers LLC Montgomery, NY Apr 2016 - Current < 1
J.p. Morgan Securities LLC New York, NY Oct 2012 - Apr 2016 3
Jpchase Na White Plains, NY Mar 2007 - Apr 2016 9
Chase Investment Services Corp White Plains, NY Mar 2007 - Oct 2012 5
Mobil Life Support Services Newburgh, NY Jul 2008 - Mar 2009 < 1
Tsa Staffing Newburgh, NY May 2008 - May 2008 < 1
Hugo Boss Central Valley, NY Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Garry Michel
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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