Gamaliel Michaud
Gamaliel Michaud is a registered investment advisor at VALIC Financial Advisors, INC., based in Berkeley Heights, NJ, with 29 years of industry experience. Gamaliel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
300 Connell Drive, Ste 3300, Berkeley Heights, NJ, 07922
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2009Employment Separation After Allegations
December 2008Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Gamaliel is a managing director for the National Association of Minority Financial Advisors/Associates, dedicating minimal time to networking and conferences. He is also an agent for AGIA, selling non-securities insurance products for a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Petersen Investments, INC.
Petersen Investments, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
J.B. Oxford & CompanyBroker
Olde Discount CorporationBroker
J.B. Oxford & CompanyBroker
Linsco/private Ledger CORP.Broker
Gkn Securities CORP.Broker
Gkn Securities CORP.Broker
R.T.G. Richards and Company, INC.Broker
State Registrations17 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.