MS
MS

Michael Gregory Stanton

9 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
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Location

4 Executive Park Drive, Clifton Park, NY, 12065

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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 started Stanton Places, LLC in December 2023, where he is an owner/member and lessor of owned residential property. He spends about 10-20% of his time on this activity and receives a flat fee compensation.

Employment History
Current Registrations
Tsa Management INC
July 2021 - Present · 4 yrs 7 mos
Halliday Financial, LLCBroker
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - June 2017 · 3 mos
Msi Financial Services, INC.Broker
August 2016 - March 2017 · 7 mos
State Registrations7 states
ARKYMANCNYOHVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.