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Michael Thomas Carey

Kahn Financial Group

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About Michael Thomas Carey

Michael Carey has been a registered investment advisor representative since June 2002. Michael Carey is a financial professional with over 20 years of experience in the financial services industry. He is registered with Kahn Financial Group and has held previous registrations with C. J. M. PLANNING CORP.. Michael Carey is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 63 licenses. He also holds the SIE license, which is required for all new investment advisor representatives. Michael Carey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Michael Carey is currently registered with Kahn Financial Group. Kahn Financial Group is a registered investment advisor located in CLEARWATER, FL. They provide financial planning and portfolio management for individuals and high-net-worth individuals. The firm has 2 licensed agents and manages approximately $92,774,530 in regulatory assets.
Kahn Financial Group

1700 MCMULLEN BOOTH RD.

CLEARWATER, FL 33759-2130

$92.77M

Assets Under Management

Not reported

Total Clients

3

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.

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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Michael Carey’s Registration & Firm History

FL

09/08/2005 - Present

Kahn Financial Group (CLEARWATER FL)

NJ

06/24/2002 - 12/31/2004

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

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Licenses & Designations

BC

Issued 06/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/20/2002

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 Thomas Carey.
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