GM

Gary Scott Michaels

23 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K
Hourly Rate:$150 - $1,000/hr

Client accounts may have a management fee ranging from 0.25% to 3.00%, depending on account value and the investment program selected. Fees are charged quarterly in advance. The SAMI Proprietary Management Account Program requires a minimum of $10,000 of assets under management, but this may be negotiable. Consulting services are available at an hourly rate of $150 to $1,000, or a fixed flat fee, agreed upon on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

1703 Monroe Avenue, Rochester, NY, 14618-1487

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Regulatory 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.

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Employment History
Current Registrations
Brighton Securities CORP.
May 2021 - Present · 4 yrs 8 mos
Brighton Securities CORP. Broker
December 2010 - Present · 15 yrs 1 mo
Previous Registrations
Fsc Securities CorporationBroker
December 2010 - December 2010 · 0 mos
Wells Fargo Advisors, LLC Broker
January 2008 - December 2010 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
November 2005 - January 2008 · 2 yrs 2 mos
Advest, INC.Broker
May 2003 - December 2005 · 2 yrs 7 mos
Putnam Retail Management Limited PartnershipBroker
March 2002 - April 2003 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
June 2001 - October 2001 · 4 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.