Dan Michaelian, financial advisor San Jose CA
93 score

Dan Michaelian

CRD Number: 4526110
Current Firm: Foresters Advisory Services, LLC

Dan Michaelian (CRD# 4526110) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Jose, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Foresters Advisory Services LLC San Jose, CA Jul 2013 - Current 4
Foresters Financial San Jose, CA Mar 2002 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Dan P. Michaelian
Phone Number: 212-858-8000
Registered State(s):
  • CA
  • MA
  • VT
  • WA
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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