Michael Hakerem, financial advisor Raleigh NC

Michael Hakerem

CRD Number: 2601339
Current Firm: Eudaimonia Partners, LLC

Michael Hakerem (CRD# 2601339) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eudaimonia Partners, LLC Raleigh, NC Nov 2018 - Current 5
Glenwood Financial Partners, LLC Raleigh, NC Nov 2018 - Current 5
Empowered Portfolios, LLC Raleigh, NC May 2015 - Current 8
Great Lakes & Atlantic Wealth Managers And Advisory Partners Charlotte, NC Jun 2017 - Nov 2018 1
Self-employed Raleigh, NC Jun 2014 - May 2015 < 1
Triangle Securities Raleigh, NC Mar 2001 - Jun 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Michael D. Hakerem
Phone Number: 877-843-1411
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    785
    MILLIONS
  • Total Number of Accounts
    3,036
    ACCOUNTS
  • Average Account Value
    $258,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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

AL, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA

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