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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 Blehar is a financial advisor currently registered with Kovitz Investment Group Partners, LLC. Michael has been a registered representative in the financial industry since 1988. Michael Blehar has held various roles with different firms over his career. Michael Blehar has a strong track record of providing financial advice to individuals, businesses, and institutions. Michael Blehar provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael Blehar's areas of expertise include financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/03/2025 - Present
Kovitz Investment Group Partners, LLC (PITTSBURGH PA)
CA
05/15/1991 - 12/31/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/16/1988 - 06/06/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
05/25/1988 - 06/02/1988
F.N. WOLF & CO., INC.
IA
Issued 08/21/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1991
Series 24 - General Securities Principal Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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