Michael GillCRD Number: 4546628
Current Firm: United Advisors
Michael Gill (CRD# 4546628) is an Investment Advisor Representative working at United Advisors in New York, NY and has over 15 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Securities America, Inc.||New York, NY||Oct 2012 - Current||5|
|United Advisors||New York, NY||Oct 2012 - Current||5|
|Genworth Financial Investment Services||Schaumburg, IL||Nov 2006 - Oct 2012||5|
|Integrity Life||Stamford, CT||Aug 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management200MILLIONS
Total Number of Accounts1,660ACCOUNTS
Average Account Value$120,771
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, KY, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, RI, TX, UT, VA, VT
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