Michael Messina, financial advisor Shelton CT

Michael Messina

CRD Number: 6280043
Current Firm: Commonwealth Financial Network

Michael Messina (CRD# 6280043) is an Investment Advisor Representative working at Commonwealth Financial Network in Shelton, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2019 - Current 2
Gulish & Associates, Inc. Shelton, CT Feb 2019 - Current 2
Lpl Financial Shelton, CT Dec 2013 - Feb 2019 5
Racebrook Country Club Orange, CT Sep 2008 - Nov 2014 6
Td Bank Hamden, CT Aug 2011 - Dec 2013 2
Quinnipiac University West Haven, CT Sep 2009 - May 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Michael E. Messina
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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