Michael Abate (CRD# 2315733) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New York, NY and has over 29 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Santa Barbara, CA | Jan 2023 - Current | < 1 |
| Pensionmark Financial Group | Santa Barbara, CA | Jan 2023 - Current | < 1 |
| Apw Capital, Inc. | Rockaway, NJ | Oct 2020 - Jan 2023 | 2 |
| Eisneramper Wealth Management & Corporate Benefit | Iselin, NJ | Sep 2020 - Jan 2023 | 2 |
| Td Ameritrade | Englishtown, NJ | Apr 2020 - Sep 2020 | < 1 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Jan 2019 - Apr 2020 | 1 |
| Capital One Sharebuilder, Inc. | Edison, NJ | Oct 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- CT
- NJ
- NY
- PA
-
Total Assets Under Management26,623MILLIONS
-
Total Number of Accounts7,380ACCOUNTS
-
Average Account Value$3,607,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.