Michael Haddix (CRD# 6492031) is an Investment Advisor Representative working at Scout in Clifton Park, NY and has over 8 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elv8 Inc. | Clifton Park, NY | Jan 2022 - Current | 2 |
| Elv8 Inc. | Clifton Park, NY | Oct 2020 - Current | 3 |
| Athlete Advisors LLC | New York, NY | Aug 2019 - Oct 2020 | 1 |
| Octagon | Mclean, VA | Mar 2017 - Aug 2019 | 2 |
| Goldman Sachs | New York, NY | Mar 2016 - Mar 2017 | 1 |
| Lazard | New York, NY | Jun 2015 - Mar 2016 | < 1 |
| Columbia University | New York, NY | Aug 2013 - Jun 2015 | 1 |
| L.e.k. Consulting | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts402ACCOUNTS
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Average Account Value$539
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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