Michael Kogan (CRD# 1882644) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in North Hills, NY and has over 20 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chelsea Financial Services | Staten Island, NY | Mar 2021 - Current | 3 |
| Mkny Business Solutions, Inc. | North Hills, NY | Jan 2017 - Current | 7 |
| Hospital Receivables Systems | Bellmore, NY | Aug 2017 - Nov 2020 | 3 |
| Tm Consulting Group, Inc. | North Hills, NY | Feb 2012 - Nov 2020 | 8 |
| Cetera Advisor Networks | El Segundo, CA | Sep 2017 - Nov 2019 | 2 |
| Nazaire & Company | Garden City, NY | Nov 2016 - Jan 2017 | < 1 |
| Omni Funding Corporation | North Babylon, NY | Jun 2016 - Aug 2016 | < 1 |
| Benjamin Motors | Albertson, NY | Sep 2015 - Oct 2015 | < 1 |
| Woodstock Financial Group, Inc. | Woodstock, GA | Feb 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NY
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Total Assets Under Management101MILLIONS
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Total Number of Accounts444ACCOUNTS
-
Average Account Value$227,482
- 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
- Selection of other advisers (including private fund managers)
AR, CA, FL, LA, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TX, WA
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