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Michael Andrew Turner

Castleoak Securities, LP

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About Michael Andrew Turner

Michael Andrew Turner is a financial professional who has been active in the industry since 1989. Currently, Michael Andrew Turner is registered with Castleoak Securities, Lp and is active in the state of New York. He has a Series 7, Series 24, Series 63, Series 79TO, and SIE license. Michael Andrew Turner has previous experience with Blaylock & Company, Inc. and Prudential Securities Incorporated.

Firm Information

Michael Turner is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Turner’s Registration & Firm History

NY

10/13/2008 - Present

Castleoak Securities, LP (NEW YORK NY)

NY

03/15/2000 - 12/31/2007

BLAYLOCK & COMPANY, INC. (NEW YORK NY)

NY

09/13/1991 - 04/20/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

10/21/1987 - 12/05/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/18/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew Turner.
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