Michael Urso, financial advisor Rocky Hill CT
96 score

Michael Urso

CRD Number: 3176697
Current Firm: 1st Global Advisors Inc.

Michael Urso (CRD# 3176697) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Rocky Hill, CT and has over 18 years of experience in the finance industry. Michael Urso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Michael Urso, Cpa, Inc. Rocky Hill, CT Dec 2005 - Current 12
1st Global Insurance Services, Inc. Rocky Hill, CT Oct 2003 - Current 14
1st Global Advisors, Inc. Rocky Hill, CT Sep 2000 - Current 17
1st Global Capital Corp. Rocky Hill, CT Jan 1999 - Current 18
Michael S Urso Cpa Rocky Hill, CT Jan 1984 - Current 33
Beacon Wealth Advisors LLC Rocky Hill, CT Jan 1999 - Feb 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
Contact Info for Michael S. Urso
Phone Number: 214-294-5000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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