Michael Nagy, financial advisor Orlando FL
90 score

Michael Nagy

CRD Number: 6185388
Current Firm: Suntrust Advisory Services, Inc.

Michael Nagy (CRD# 6185388) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2015 - Current 3
Suntrust Investment Services, Inc. Atlanta, GA May 2013 - Jan 2015 1
Suntrust Investment Services, Inc. Atlanta, GA Apr 2013 - May 2013 < 1
Suntrust Bank Summerfield, FL Mar 2010 - Mar 2013 3
Suntrust Bank Summerfield, FL Mar 2010 - Mar 2013 3
Econolodge Leesburg, FL Feb 2010 - Jun 2010 < 1
Unemployed N/a, FL Dec 2009 - Feb 2010 < 1
Srbi Long Branch, NJ Sep 2009 - Dec 2009 < 1
West Virginia University Morgantown, WV Aug 2004 - Dec 2009 5
Berkeley Seafood Restaurant Seaside Park, NJ Jul 2009 - Aug 2009 < 1
The Sub Shack Brick, NJ Jun 2009 - Jul 2009 < 1
Unemployed N/a, NJ Apr 2009 - Jun 2009 < 1
Teletech Inc. Morgantown, WV Apr 2008 - Apr 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Michael L. Nagy
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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