MA
MA

Michael Abelson

30 Years of Experience
Concord, CA
Broker

Michael Abelson is a registered investment advisor, based in Concord, CA, with 30 years of industry experience.

Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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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 the Executive VP, Corporate Development of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This full-time employment began in 2014.

Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 9 mos
Assetmark, INC.
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
June 2008 - November 2013 · 5 yrs 5 mos
Genworth Financial Securities CorporationBroker
October 2002 - June 2008 · 5 yrs 8 mos
Sentra Securities CorporationBroker
July 1995 - February 2002 · 6 yrs 7 mos
Pruco Securities CorporationBroker
June 1993 - August 1993 · 2 mos
State Registrations1 state
CA
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 Abelson - Financial Advisor | TrueAdvisor