MA
MA

Michael Altschuler

41 Years of Experience
Colts Neck, NJ
Broker

Michael Altschuler is a registered investment advisor at Wells Fargo Advisors, based in Colts Neck, NJ, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

26 Highway 34, Suite 210, Colts Neck, NJ, 07722

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History

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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Other Business Activities

Michael is a caregiver to his daughter, dedicating about 10-20% of his time. He also has 100% ownership in FIN Financial, LLC, spending about a quarter of his time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2005 - Present · 20 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
October 2005 - Present · 20 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2002 - October 2005 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
March 1985 - October 2005 · 20 yrs 7 mos
Homestead Securities, INC.Broker
October 1984 - February 1985 · 4 mos
State Registrations19 states
CACTDEFLIAMAMDMENCNHNJNYOHPARISCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Altschuler - Financial Advisor | TrueAdvisor