Mikhael Halper
Mikhael Halper is a registered investment advisor at Bny Mellon Securities Corporation, based in New York, NY, with 25 years of industry experience. Mikhael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.
Location
200 Park Avenue, New York, NY, 10166
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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
Mikhael is a licensed financial advisor who sells insurance products.
Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Bny Mellon Securities Corporation
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
R.M. Stark & CO., INC.Broker
Carnegie Investor Services INC.Broker
State Registrations51 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.