Michael Douglass (CRD# 4332391) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Wolcott, NY and has over 23 years of experience in the finance industry.
CRD# 4263187
Edward Jones
CRD# 5061678
Key Investment Services LLC
CRD# 5234679
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsp Advisors, Inc. | Rochester, NY | Apr 2021 - Current | 3 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Aug 2019 - Current | 4 |
| Davie Kaplan, Cpa, P.c. | Rochester, NY | Aug 2007 - Aug 2019 | 12 |
| 1st Global Advisors, Inc. | Rochester, NY | Jun 2007 - Aug 2019 | 12 |
| 1st Global Insurance Services | Rochester, NY | Jul 2004 - Aug 2019 | 15 |
| Dkcb Financial Advisors, LLC | Rochester, NY | Jan 2001 - Aug 2019 | 18 |
| 1st Global Capital Corp | Rochester, NY | Jan 2001 - Aug 2019 | 18 |
| Davie Kaplan Wealth Care Advisors, LLC | Rochester, NY | Jan 2001 - Aug 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- NY
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$109,622
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NY
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