Michael Nadeau (CRD# 1801770) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 30 years of experience in the finance industry. Michael Nadeau has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Portland, ME | May 2022 - Current | 2 |
| Steward Partners Investment Advisory, LLC | Portland, ME | Sep 2021 - Current | 3 |
| Steward Partners Global Advisory, LLC | Portland, ME | Sep 2021 - Current | 3 |
| Raymond James Financial Services | Portland, ME | Sep 2021 - May 2022 | < 1 |
| Rbc Capital Markets | Portland, ME | Feb 2009 - Sep 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- ME
- NH
- TX
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Total Assets Under Management20,433MILLIONS
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Total Number of Accounts45,203ACCOUNTS
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Average Account Value$452,032
- 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
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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