Michael Guthrie, financial advisor Stow MA
71 score

Michael Guthrie

CRD Number: 2968177
Current Firm: Russell Investments

Michael Guthrie (CRD# 2968177) is an Investment Advisor Representative working at Russell Investments in Stow, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Russell Investments Seattle, WA Jun 2014 - Current 2
Fidelity Investments Smithfield, RI Jan 2013 - Jun 2014 1
Blackrock Investments, Inc. Boston, MA Jun 2004 - Dec 2012 8
Blackrock Financial Management Boston, MA Jun 2004 - Dec 2012 8
State Street Research Investment Services, Inc. Boston, MA Jun 2004 - Sep 2006 2
State Street Research & Management Company Boston, MA Jun 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jul 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Guthrie
Phone Number: 206-505-7877
Registered State(s):
  • MA
  • WA
By the Numbers
  • Total Assets Under Management
    47,895
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $665,208,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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