MB
MB

Michael John Brunell

26 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

725 Glen Cove Ave, Glen Head, NY, 11545

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 →
Other Business Activities

Michael owns Brunell Wealth Management LLC, the business name for his investment-related activities through Halliday Financial, LLC. He is also a principal with Mengel, Metzger, Barr & Co (formerly Marvin and Company, P.C.), a CPA firm, dedicating full-time hours to this, and treasurer of the Financial Planning Association of Northeastern NY and the Epilepsy Foundation of NENY Inc., spending minimal time on each.

Employment History
Current Registrations
Tsa Management INC
January 2020 - Present · 6 yrs 1 mo
Halliday Financial, LLCBroker
October 2003 - Present · 22 yrs 4 mos
Previous Registrations
Tsa Management INC
May 2017 - December 2019 · 2 yrs 7 mos
H.D. Vest Investment ServicesBroker
December 1998 - October 2003 · 4 yrs 10 mos
State Registrations12 states
CAFLGAILMANCNJNYRISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael John Brunell - Financial Advisor | TrueAdvisor