Michael CharvalaCRD Number: 1927751
Current Firm: M&r Capital Management Inc.
Michael Charvala (CRD# 1927751) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 34 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|M&r Capital Management, Inc.||Summit, NJ||May 2019 - Current||4|
|N/a||South Orange, NJ||Jan 2019 - Apr 2019||< 1|
|Verizon Wireless||New York City, NY||Apr 2005 - Dec 2018||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 2021|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management454MILLIONS
Total Number of Accounts450ACCOUNTS
Average Account Value$1,009,852
- 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
CA, CO, CT, FL, GA, IL, LA, MA, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, UT, VA
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