Michael Crouch (CRD# 5642246) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Pace, FL and has over 11 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cyndeo Wealth Partners | St. Petersburg, FL | Dec 2022 - Current | 1 |
| Bank Of America, N.a. | Pensacola, FL | Sep 2013 - Dec 2022 | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola, FL | Apr 2013 - Dec 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- FL
- TX
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Total Assets Under Management1,997MILLIONS
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Total Number of Accounts3,924ACCOUNTS
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Average Account Value$508,846
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, CA, CO, CT, DE, FL, GA, IN, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, SC, TN, TX, VA
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