Michael Bishay (CRD# 6561878) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Paramus, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | New York, NY | Jun 2020 - Current | 3 |
World Tan Llc Dba The Tanning Spot Nyc | New York City, NY | Sep 2009 - Current | 14 |
E*trade Capital Management LLC | New York, NY | Jan 2020 - May 2020 | < 1 |
Morgan Stanley | New York, NY | Sep 2018 - Jan 2020 | 1 |
Morgan Stanley Private Bank, N.a. | New York, NY | Sep 2018 - Jan 2020 | 1 |
Jp Morgan Chase | New York, NY | Apr 2017 - Aug 2018 | 1 |
Jpmorgan Securities LLC | New York, NY | Apr 2017 - Aug 2018 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Sep 2015 - Apr 2017 | 1 |
Bank Of America, N.a. | New York, NY | Sep 2015 - Apr 2017 | 1 |
Nyctan01 | New York, NY | Dec 2014 - Dec 2016 | 2 |
Nycpet01 D/b/a Doggie Chop Nyc | New York, NY | Jan 2014 - Jan 2016 | 2 |
J And M Exports | New York, NY | Jan 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NJ
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, MA, 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, 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.