Michael TumoloCRD Number: 4509637
Current Firm: Morgan Stanley
Michael Tumolo (CRD# 4509637) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley||Winter Park, FL||May 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||May 2015 - May 2016||1|
|Morgan Stanley||San Diego, CA||Sep 2014 - May 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Aug 2010 - Sep 2014||4|
|Disney||Orlando, FL||Nov 2009 - Aug 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Ithaca, NY||Jan 2007 - Nov 2009||2|
|Syracuse University||Syracuse, NY||Aug 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV