Michael Giles, financial advisor Shelton CT
93 score

Michael Giles

CRD Number: 4557647
Current Firm: Ast Investment Services, Inc.

Michael Giles (CRD# 4557647) is an Investment Advisor Representative working at Ast Investment Services, Inc. in Shelton, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Shelton, CT Aug 2011 - Current 5
Prudential Annuities Distributors, Inc. Shelton, CT Aug 2011 - Current 5
Allianz Life Insurance Company Of North America Minneapolis, MN Jul 2010 - Aug 2011 1
Allianz Life Financial Services LLC Minneapolis, MN Jul 2010 - Aug 2011 1
Directed Services, Inc. West Chester, PA Jan 2004 - Jul 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Michael P. Giles
Phone Number: 973-367-6608
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    125,925
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,748,952,551
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, MA, MD, NJ, NM, OH, PA, SC, TN, TX, VA, WA

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

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