Michael Keating (CRD# 6862055) is an Investment Advisor Representative working at Cerity Partners LLC in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | Boston, MA | Jan 2021 - Current | 3 |
| Bainco International Investors LLC | Boston, MA | May 2019 - Dec 2020 | 1 |
| Morgan Stanley | Newport, RI | Oct 2018 - May 2019 | < 1 |
| Salve Regina University | Newport, RI | Feb 2018 - Nov 2018 | < 1 |
| Morgan Stanley | Newport, RI | Oct 2017 - Oct 2018 | 1 |
| Unemployed | Newport, RI | Jun 2017 - Oct 2017 | < 1 |
| Hamilton College | Clinton, NY | Aug 2016 - Jun 2017 | < 1 |
| Suffield Academy | Suffield, CT | Jun 2016 - Aug 2016 | < 1 |
| Hamilton College | Clinton, NY | Aug 2015 - Jun 2016 | < 1 |
| Denham Capital | Boston, MA | Jun 2015 - Aug 2015 | < 1 |
| Hamilton College | Clinton, NY | Aug 2014 - Jun 2015 | < 1 |
| @ The Deck | Newport, RI | Jun 2014 - Aug 2014 | < 1 |
| Hamilton College | Clinton, NY | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- MA
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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