Michael SoaresCRD Number: 5911202
Current Firm: Prime Buchholz & Associates Inc.
Michael Soares (CRD# 5911202) is an Investment Advisor Representative working at Prime Buchholz & Associates Inc. in Portsmouth, NH and has 1 year of experience in the finance industry.
Clear View Wealth Advisors, LLC
Amaretta Financial, LLC
Estate Planners Of New England, LLC
|Prime, Buchholz & Associates, Inc.||Portsmouth, NH||Dec 2006 - Current||10|
|Batterymarch||Boston, MA||Sep 1996 - Dec 2006||10|
Total Assets Under Management729MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$72,941,241
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, MA, NE, NH, NY, TX