Michael Egan, financial advisor Holbrook NY

Michael Egan

CRD Number: 4045252
Current Firm: American Portfolios Advisors, Inc.

Michael Egan (CRD# 4045252) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 24 years of experience in the finance industry. Michael Egan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY Feb 2013 - Current 11
4thought Financial Group Inc. Holbrook, NY Jan 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Michael F. Egan
Phone Number: 631-439-4600 X156
Registered State(s):
  • NJ
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    13,084
    MILLIONS
  • Total Number of Accounts
    54,553
    ACCOUNTS
  • Average Account Value
    $239,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, VT, WA, WI, WV, WY

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