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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Schreiber is a financial advisor with Captrust. Michael has been working in the industry since 1987. He is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and is licensed in Massachusetts and Texas. Michael has passed the Series 6, 7, 24, 26, 63, 65 and 66 exams. Michael has experience in providing financial planning, portfolio management, pension consulting, and selection of other advisors. Before joining Captrust, Michael was with AEVITAS WEALTH MANAGEMENT, INC. from April 1987 and LPL FINANCIAL LLC from September 2009 to October 2014.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
03/21/2023 - Present
Captrust (Newton MA)
MA
09/08/2009 - 10/30/2014
LPL FINANCIAL LLC (WELLESLEY MA)
MA
12/05/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (WELLESLEY MA)
NY
05/06/1987 - 12/07/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/06/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/11/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/30/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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