Michael MandelosCRD Number: 5380047
Current Firm: Miller Howard Investments Inc.
Michael Mandelos (CRD# 5380047) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Woodstock, NY and has over 5 years of experience in the finance industry.
Ivy Ridge Asset Management, LLC
Axa Advisors, LLC
Cuna Brokerage Services, Inc.
|Foreside Fund Services, LLC||Woodstock, NY||Dec 2015 - Current||2|
|Miller Howard Investments||Woodstock, NY||May 2014 - Current||3|
|Ubs Financial Services Inc.||Weehawken, NJ||Jul 2007 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management6,396MILLIONS
Total Number of Accounts3,566ACCOUNTS
Average Account Value$1,793,700
- A percentage of assets under your management
- Performance-based fees
- 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
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