Michael Hans (CRD# 5583273) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 14 years of experience in the finance industry.
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 5490658
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2619252
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarfeld Financial Advisors, LLC | Tarrytown, NY | Dec 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NY
-
Total Assets Under Management9,516MILLIONS
-
Total Number of Accounts4,456ACCOUNTS
-
Average Account Value$2,135,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY
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