Michael Pansovoy, financial advisor North Andover MA
93 score

Michael Pansovoy

CRD Number: 1814392
Current Firm: Bolton Global Asset Management

Michael Pansovoy (CRD# 1814392) is an Investment Advisor Representative working at Bolton Global Asset Management in North Andover, MA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Delta Global Asset Management Bolton, MA Dec 2006 - Current 10
Delta Equity Services Corp. North Andover, MA Feb 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Michael A. Pansovoy
Phone Number: 978-779-6947
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    1,167
    MILLIONS
  • Total Number of Accounts
    3,220
    ACCOUNTS
  • Average Account Value
    $362,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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