![Michael Belfiore, financial advisor Columbia MD](/img/ws/profile-blank-sq.png)
Michael Belfiore (CRD# 7572537) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
![Basil Herzstein, financial advisor Columbia MD](/img/ws/profile-blank-sq.png)
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Mar 2023 - Current | 1 |
Cornerstone Loft & Grill | College Park, MD | Apr 2022 - May 2023 | 1 |
South River Landscapes LLC | Severn, MD | Feb 2019 - Mar 2023 | 4 |
University Of Maryland | College Park, MD | Aug 2018 - Dec 2022 | 4 |
Sun Automation Group | Glen Arm, MD | May 2021 - Aug 2021 | < 1 |
Harrell And Sons Maintenance And Repair | Jessup, MD | Jun 2016 - May 2021 | 4 |
Arch Bishop Spalding High School | Severn, MD | Aug 2014 - May 2018 | 3 |
School Of The Incarnation | Gambrills, MD | Aug 2011 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CT
- FL
- GA
- MD
- OK
- SC
- TX
-
Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
-
Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.