Michael McCourtCRD Number: 3182699
Current Firm: Clarfeld
Michael McCourt (CRD# 3182699) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 2 years of experience in the finance industry. Michael McCourt 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Citizens Bank, N.a.||Fort Washington, PA||Apr 2021 - Current||< 1|
|Clarfeld Financial Advisors, LLC||Tarrytown, NY||Apr 2021 - Current||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Sep 2020 - Apr 2021||< 1|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Sep 2020 - Apr 2021||< 1|
|Bb&t Securities, LLC||Richmond, VA||Aug 2019 - Apr 2021||1|
|Bb&t||Haverford, PA||Aug 2019 - Apr 2021||1|
|Bny Mellon||Philadelphia, PA||Oct 2008 - Aug 2019||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2019|
Total Assets Under Management5,967MILLIONS
Total Number of Accounts3,265ACCOUNTS
Average Account Value$1,827,478
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA
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