GM
GM

Gary Scott Michaels

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K
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Location

1703 Monroe Avenue, Rochester, NY, 14618-1487

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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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Employment History
Current Registrations
Brighton Securities CORP.
May 2021 - Present · 4 yrs 9 mos
Brighton Securities CORP.Broker
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
Fsc Securities CorporationBroker
December 2010 - December 2010 · 0 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2010 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
November 2005 - January 2008 · 2 yrs 2 mos
Advest, INC.Broker
May 2003 - December 2005 · 2 yrs 7 mos
Putnam Retail Management Limited PartnershipBroker
March 2002 - April 2003 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
June 2001 - October 2001 · 4 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gary Scott Michaels - Financial Advisor | TrueAdvisor