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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 Morrissey is an investment advisor representative with McAdam LLC. Michael joined McAdam LLC in May 2022. Michael is registered with the state of New York and holds the Series 65 license. Michael has a strong background in finance and has a passion for helping individuals and families achieve their financial goals. Michael is committed to providing personalized financial advice and services tailored to each client's unique needs.
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.
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.
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NY
08/22/2022 - Present
McAdam LLC (Auburn NY)
IA
Issued 08/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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