MS
MS

Michael Lawrence Storer

30 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

151 National Drive, Glastonbury, CT, 06033

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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.

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Other Business Activities

Michael works as a Senior Regional Director at Symmetry Partners LLC, focusing on investment management, portfolio construction, business development, and national account business relationship management. This is a full-time commitment.

Employment History
Current Registrations
Foreside Financial Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Foreside Financial Services, LLC
August 2018 - Present · 7 yrs 6 mos
Symmetry Partners
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
December 2017 - March 2018 · 3 mos
3d Asset Management, INC.
November 2012 - November 2012 · 0 mos
Symmetry Partners
January 2008 - October 2012 · 4 yrs 9 mos
Nylife Distributors LLCBroker
August 2003 - July 2007 · 3 yrs 11 mos
New York Life Investment Management LLC
August 2003 - July 2007 · 3 yrs 11 mos
Fam Distributors, INC.Broker
October 2000 - August 2003 · 2 yrs 10 mos
John Hancock Funds, INC.Broker
February 2000 - August 2000 · 6 mos
Evergreen Investment Services, INC.Broker
March 1998 - November 1999 · 1 yr 8 mos
First Union Brokerage Services, INC.Broker
April 1996 - December 1997 · 1 yr 8 mos
Colonial Investment Services, INC.Broker
March 1995 - January 1996 · 10 mos
Colonial Investment ServicesBroker
July 1993 - March 1995 · 1 yr 8 mos
State Registrations50 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Lawrence Storer - Financial Advisor | TrueAdvisor