Michael Englehart is a CFP-designated registered investment advisor, based in Bel Air, MD, with 39 years of industry experience.
Location
16A Bel Air South Parkway, Suite 221, Bel Air, MD, 21015
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Regulatory History
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 ActivitiesSells Insurance
Michael is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC since 2022, providing advisory services. He is also an agent for Steward Partners Global Advisory, LLC, offering various insurance products, and dedicates minimal time to both roles. Michael is also a board member for Sovereign Grace Church and a committee member for Children of Zion, dedicating minimal time to each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations18 states
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.