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Michael Whitman, financial advisor Marlborough MA

Michael Whitman

CRD Number: 870594
Current Firm: Triton Financial Group, Inc.

Michael Whitman (CRD# 870594) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Triton Financial Group, Inc. Marlborough, MA Aug 2011 - Current 12
The Whitman Agency Worchester, MA Aug 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Contact Info for Michael E. Whitman
61 Florence St., Marlborough, MA 01752
Phone Number: 508-480-8383
Firm Website: http://www.tritonfinancialgroup.com
Registered State(s):
  • MA
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Current Firm Details
Triton Financial Group, Inc.
Firm's CRD Number: 153048
61 Florence Street, Marlborough, MA 01752
By the Numbers
  • Total Assets Under Management
    237
    MILLIONS
  • Total Number of Accounts
    1,084
    ACCOUNTS
  • Average Account Value
    $218,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, MA, NH, RI, TX

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