MK
CFP
MK
CFP

Michael Kinstler

40 Years of Experience
Woodbury, NY
2 DisclosuresBroker

Michael Kinstler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Woodbury, NY, with 40 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

88 Froehlich Farm Blvd, Woodbury, NY, 11797

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Denied
Customer Dispute
November 2004
Settled
Employment History
Current Registrations
Wells Fargo Advisors
September 2016 - Present · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
August 2000 - Present · 26 yrs 2 mos
Previous Registrations
First Albany CorporationBroker
May 1994 - August 2000 · 6 yrs 3 mos
Liberty Securities CorporationBroker
May 1993 - May 1994 · 1 yr
Invest Financial CorporationBroker
July 1988 - May 1993 · 4 yrs 10 mos
Mutual Benefit Financial Service CompanyBroker
September 1987 - July 1988 · 10 mos
Domestic Arbitrage Group, INC.Broker
April 1987 - July 1987 · 3 mos
Michael Philip Securities, INC.Broker
January 1987 - January 1987 · 0 mos
Margate Securities, INC.Broker
August 1986 - January 1987 · 5 mos
Investors Center IncorporatedBroker
July 1986 - September 1986 · 2 mos
First Jersey Securities, INC.Broker
December 1985 - May 1986 · 5 mos
State Registrations32 states
ALAZCACTDEFLGAIDILINKSLAMAMDMEMIMNMONCNHNJNYOHORPASCTNTXVAVTWAWI
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.
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