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Michael Tenreiro

Jackson, Grant Investment Advisers, Inc.

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About Michael Tenreiro

Michael Tenreiro is an investment advisor representative at Jackson, Grant Investment Advisers, Inc. Michael has been a registered investment advisor since 2013. Michael is currently registered in Connecticut, Florida, Illinois, Massachusetts, New Jersey and Virginia. Michael's firm, Jackson, Grant Investment Advisers, Inc. is headquartered in Stamford, Connecticut and has a total of 94 clients. The firm provides a range of financial services, including financial planning, portfolio management, and consulting.

Firm Information

Michael Tenreiro is currently registered with Jackson, Grant Investment Advisers, Inc.. Jackson, Grant Investment Advisers, Inc. is an investment advisor based in Stamford, CT. The firm manages approximately $498,973,420 in discretionary assets for 94 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services.
Jackson, Grant Investment Advisers, Inc.

TWO HIGH RIDGE PARK

STAMFORD, CT 06905

$498.97M

Assets Under Management

94

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 Tenreiro’s Registration & Firm History

CT

10/15/2013 - Present

Jackson, Grant Investment Advisers, Inc. (STAMFORD CT)

CA

03/29/2012 - 04/24/2012

CAPSTONE INVESTMENTS (SAN DIEGO CA)

CT

07/06/2009 - 10/28/2009

ACCESS SECURITIES, INC. (STAMFORD CT)

NY

06/22/2004 - 01/15/2009

KDC MERGER ARBITRAGE FUND, LP (NEW YORK NY)

NY

05/28/2004 - 06/14/2004

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

04/05/1995 - 01/05/1999

VALUE LINE SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/15/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Tenreiro.
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