Michael Bshero, financial advisor New Castle PA
87 score

Michael Bshero

CRD Number: 5997336
Current Firm: Arnett Carbis Toothman Wealth Advisors LLC

Michael Bshero (CRD# 5997336) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in New Castle, PA and has 1 year of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor New Castle PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Similar Advisors
Chris Rondinelli, financial advisor New Castle PA
Chris A. Rondinelli
CRD# 5577988
Lpl Financial LLC
Similar Advisors
Craig Ellis, financial advisor New Castle PA
Craig S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Company Name Location Dates Years
Arnett Carbis Toothman LLP Charleston, WV Jan 2015 - Current 1
Arnett Carbis Toothman Wealth Advisors LLC Charleston, WV Jan 2015 - Current 1
Opis Asset Management LLC New Castle, PA Oct 2011 - Jan 2015 3
Carbis Walker LLP New Castle, PA Sep 1975 - Jan 2015 39
Walker Benefits, Inc. New Castle, PA Jan 2000 - May 2013 13
Total Practice Management LLC New Castle, PA Aug 1999 - May 2013 13
Walker Real Estate Company New Castle, PA Jan 1998 - May 2013 15

Michael Bshero has no recent exams reported.
Contact Info for Michael S. Bshero
Phone Number: 304-206-3338
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Michael Bshero and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.