Michael FliegelmanCRD Number: 1352098
Current Firm: Gassman Financial Group
Michael Fliegelman (CRD# 1352098) is an Investment Advisor Representative working at Gassman Financial Group in New York, NY and has over 33 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|G&g Planning Concepts, Inc.||New York, NY||Jan 2013 - Current||5|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Apr 2011 - Current||7|
|American Portfolios Advisors, Inc.||Holbrook, NY||May 2011 - Jun 2013||2|
|Unemployed||Greenlawn, NY||Mar 2010 - Apr 2011||1|
|N.n.a. Investment Advisors, Inc.||Woodbury, NY||Mar 2003 - Mar 2010||7|
|Park Avenue Securities LLC||Woodbury, NY||May 1999 - Mar 2010||10|
|National Network Of Accountants, Inc.||Woodbury, NY||Jan 1996 - Mar 2010||14|
|Guardian Life Insurance Company||Woodbury, NY||Dec 1992 - Mar 2010||17|
|Innovative Planning Services, Inc.||Woodbury, NY||Dec 1992 - Mar 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management45MILLIONS
Total Number of Accounts64ACCOUNTS
Average Account Value$703,721
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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