MN
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
195 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$214.1M
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing information about the supervised persons of Crescent Sterling Ltd.
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Advisor Information
Office location
4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a FINRA arbitrator since 1990, hearing a couple of cases per year. He also has ownership stakes in Riverlands Insurance Services, Inc. and Broker One Solution Inc., and is a co-manager of Nobile-Duhe Holdings LLC, but spends minimal time on these activities.
Employment History
Current Registrations
Crescent Sterling Ltd.
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
Amerivest Investment Management, LLC
April 2006 - July 2007 · 1 yr 3 mos
TD Ameritrade, INC.
June 2004 - July 2007 · 3 yrs 1 mo
State Registrations3 states
ALLATX
Advisor
Exams
No exam information available for this advisor.