Michael Tommeraas, financial advisor Stuart FL
93 score

Michael Tommeraas

CRD Number: 5457124
Current Firm: Janney Montgomery Scott LLC

Michael Tommeraas (CRD# 5457124) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Stuart, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott, LLC Stuart, FL Mar 2011 - Current 5
Morgan Stanley Smith Barney West Palm Beach, FL Jun 2009 - Mar 2011 1
Citigroup Global Markets Inc. West Palm Beach, FL Apr 2009 - Jun 2009 < 1
Merrill Lynch Pierce Fenner &amp; Smith Stuart, FL Nov 2007 - Feb 2009 1
Evergreen Club Palm City, FL Jun 2003 - Nov 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Michael Tommeraas
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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

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

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