Michael Mandelos, financial advisor Kingston NY

Michael Mandelos

CRD Number: 5380047
Current Firm: Miller Howard Investments Inc.

Michael Mandelos (CRD# 5380047) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Woodstock, NY Dec 2015 - Current 8
Miller Howard Investments Woodstock, NY May 2014 - Current 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Michael J. Mandelos
Phone Number: 845-679-9166
Firm Website: http://www.mhinvest.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,245
    MILLIONS
  • Total Number of Accounts
    2,253
    ACCOUNTS
  • Average Account Value
    $1,440,306
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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