Michael KittoCRD Number: 5924765
Current Firm: Strategic Advisers, Inc.
Michael Kitto (CRD# 5924765) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||May 2011 - Current||6|
|Jp Morgan Chase||Orem, UT||Sep 2009 - Apr 2011||1|
|Utah Valley University||Orem, UT||Aug 2007 - Apr 2011||3|
|Pinnacel Security||Orem, UT||May 2009 - Jul 2009||< 1|
|Apx Alarm Security Solutions, Inc.||Orem, UT||Apr 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY