MS
CFP
MS
CFP

Michael Kevin Serchen

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
543 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$1M
Loading...

Location

One Post Office Square, Boston, MA, 02109-2103

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Anchor Capital Advisors LLC
December 1999 - Present · 26 yrs 2 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.