Michael Egan is a CFP-designated registered investment advisor, based in Naples, FL, with 33 years of industry experience.
Location
9130 Galleria Court, Suite 202, Naples, FL, 34109
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
First Trust Portfolios L.P.
January 2025 - Present · 1 yr 4 mos
First Trust Portfolios L.P.Broker
January 2025 - Present · 1 yr 4 mos
First Trust Advisors LP
November 2024 - Present · 1 yr 6 mos
Previous Registrations
First Trust Investment Solutions L.P.
October 2023 - December 2024 · 1 yr 2 mos
Moors & Cabot, INC
May 2009 - January 2020 · 10 yrs 8 mos
Gyroscope Capital Management Group LLC
March 2007 - December 2023 · 16 yrs 9 mos
The Colony Group of Naples, LLC
December 2005 - February 2009 · 3 yrs 2 mos
Moors & Cabot, INC.Broker
December 2005 - January 2020 · 14 yrs 1 mo
Legg Mason Wood Walker INC
October 1995 - December 2005 · 10 yrs 2 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1994 - December 2005 · 11 yrs 5 mos
Lehman Brothers INC.Broker
January 1991 - August 1992 · 1 yr 7 mos
Lehman Government Securities INC.Broker
January 1991 - August 1992 · 1 yr 7 mos
Lehman Special Securities INC.Broker
January 1991 - August 1992 · 1 yr 7 mos
State Registrations2 states
FLIL
Advisor
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.