Michael Recchia (CRD# 5905606) is an Investment Advisor Representative working at Oikonomos Asset Management, LLC in Troy, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oikonomos Asset Management, LLC | Troy, MI | May 2022 - Current | 2 |
| Q3 Asset Management Corporation | Birmingham, MI | Apr 2019 - Current | 5 |
| Hantz Financial Services | Southfield, MI | Sep 2016 - Mar 2019 | 2 |
| Study For Cfa | Troy, MI | May 2015 - Sep 2016 | 1 |
| Comerica Bank | Detroit, MI | Oct 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- MI
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$176,745
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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