Michael Fliegelman, financial advisor New York NY
71 score

Michael Fliegelman

CRD 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 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
G&g Planning Concepts, Inc. New York, NY Jan 2013 - Current 3
American Portfolios Financial Services, Inc. Holbrook, NY Apr 2011 - Current 5
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Michael H. Fliegelman
Phone Number: 212-221-7067
Firm Website: http://www.gassmanfg.com
Registered State(s):
  • CO
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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