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Michael James Mandelos

Miller Howard Investments Inc.

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About Michael James Mandelos

Michael James Mandelos is a registered investment advisor representative with Miller Howard Investments Inc. based in Kingston, NY. Michael has been in the industry since 2012, working with both individuals and businesses. Michael has the Series 66, SIE, and Series 7 licenses and has been registered in New Jersey since 2014. Previously, Michael has held positions at Foreside Fund Services, LLC and Tangent Capital Partners, LLC.

Firm Information

Michael Mandelos is currently registered with Miller Howard Investments Inc.. Miller Howard Investments Inc. is an investment firm based in Kingston, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $3.2 billion in assets for a variety of client types, including high-net-worth individuals, corporations, and pension plans. Miller Howard Investments Inc. also offers wrap fee program participation.
Miller Howard Investments Inc.

45 PINE GROVE AVE

KINGSTON, NY 12401

$3.25B

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Michael Mandelos’s Registration & Firm History

NY

06/13/2014 - Present

Miller Howard Investments Inc. (KINGSTON NY)

NY

12/28/2015 - 08/24/2021

FORESIDE FUND SERVICES, LLC (Woodstock NY)

NJ

05/07/2014 - 12/31/2015

TANGENT CAPITAL PARTNERS, LLC (SHORT HILLS NJ)

NJ

04/10/2012 - 04/03/2014

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 11/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Mandelos.
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