Michael MundoCRD Number: 3149369
Current Firm: Investacorp Advisory Services Inc.
Michael Mundo (CRD# 3149369) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in South Windsor, CT and has over 17 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Investacorp Advisory Services Inc.||Miami Lakes, FL||Jan 2009 - Current||7|
|Investacorp Inc.||Miami Lakes, FL||Jan 2009 - Current||7|
|Ladenburg, Thalmann & Company, Inc.||Melville, NY||Nov 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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