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Michael Barackman

4 Years of Experience
Newport Beach, CA

Michael Barackman is a registered investment advisor at Green Street, based in Newport Beach, CA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 23 clients.

Compensation
Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 Bayview Circle, Suite 400, Newport Beach, CA, 92660

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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
Green Street
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Green Street
November 2019 - December 2021 · 2 yrs 1 mo
Principal Securities, INC.
January 2019 - October 2019 · 9 mos
Principal Securities, INC.Broker
January 2019 - October 2019 · 9 mos
Securian Financial Services, INC.
October 2018 - November 2018 · 1 mo
Securian Financial Services, INC.Broker
July 2018 - November 2018 · 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Barackman - Financial Advisor | TrueAdvisor