Michael Bass (CRD# 6372459) is an Investment Advisor Representative working at Newedge Advisors in Tequesta, FL and has over 9 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Mar 2024 - Current | < 1 |
| Lpl Financial | Tequesta, FL | Nov 2023 - Current | < 1 |
| Jupiter Medical Center | Jupiter, FL | Nov 2022 - Oct 2023 | < 1 |
| Baptist Health South Florida | Boynton Beach, FL | Feb 2022 - Oct 2022 | < 1 |
| Cultural Council Of Palm Beach County | Lake Worth, FL | Oct 2021 - Jan 2022 | < 1 |
| Ccs Fundraising | Philadelphia, PA | Feb 2021 - Oct 2021 | < 1 |
| Bass College Prep LLC | Moorestown, NJ | Jan 2015 - Jan 2021 | 6 |
| Aegis Capital Corp | New York, NY | Jul 2014 - Jan 2015 | < 1 |
| University Of Pennsylvania | Philadelphia, PA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- FL
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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