Michael Klena is a registered investment advisor, based in Rochester, NY, with 28 years of industry experience.
Location
Rochester, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a sole proprietor of Wealth Apple LLC, working as a Registered Investment Adviser for a few hours per week. He also runs Monjoy Holdings LLC and is a partner at Architect Partners, dedicating full-time hours to M&A, capital raising, and advisory services.
Employment History
Current Registrations
Weild & CO.
Weild & CO.Broker
Wealth Apple, LLC
Previous Registrations
E*trade Clearing LLCBroker
E*trade Securities LLCBroker
TD Waterhouse Investor Services, INC.Broker
Baring & Brown, INC.Broker
State Registrations2 states
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