Michael Porter (CRD# 1934255) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 25 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capacuity | Lake Mary, FL | Sep 2019 - Current | 4 |
| Westport Strategies Advisors LLC | Albany, NY | Jul 2012 - Current | 11 |
| Fas Corp. | Leawood, KS | May 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
- FL
- NY
-
Total Assets Under Management7,114MILLIONS
-
Total Number of Accounts140ACCOUNTS
-
Average Account Value$50,814,274
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI
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