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.

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Company Name Location Dates Years
Arnett Carbis Toothman LLP Charleston, WV Jan 2015 - Current 3
Arnett Carbis Toothman Wealth Advisors LLC Charleston, WV Jan 2015 - Current 3
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


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This advisor has a clean track record with regulators.

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