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Michael David Riley

Mutual Trust Asset Mgmt., Inc.

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About Michael David Riley

Michael Riley is a financial professional with over 30 years of experience in the industry. Michael is a registered representative with Mutual Trust Asset Management, Inc. and has a broad range of experience, including financial planning, portfolio management, and investment advisory services. Michael's experience includes time with Metlife Securities Inc. and Metropolitan Life Insurance Company. Michael holds licenses including Series 6, Series 7 and Series 66, and earned the designations of Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Michael Riley is currently registered with Mutual Trust Asset Mgmt., Inc.. Mutual Trust Asset Mgmt., Inc. is a registered investment advisor based in Tampa, FL. The firm provides financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $241,372,086 in assets for 1,915 clients, including 854 individuals and 31 high-net-worth individuals.
Mutual Trust Asset Mgmt., Inc.

2701 N. ROCKY POINT DRIVE, SUITE 1000

TAMPA, FL 33607

$241.37M

Assets Under Management

51

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate & financial planning

Estate & financial planning

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning & advisory

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Michael Riley’s Registration & Firm History

FL

12/11/2024 - Present

Mutual Trust Asset Mgmt., Inc. (Ocala FL)

MA

04/16/1993 - 06/16/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/16/1993 - 06/16/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Riley.
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