ML
ML

Michael Lurie

25 Years of Experience
Albany, NY
BrokerSells Insurance

Michael Lurie is a registered investment advisor, based in Albany, NY, with 25 years of industry experience.

Location

292 Washington Avenue Extension, Suite 101, Albany, NY, 12203

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael is an investment advisor representative (IAR) with Albany Advisor Group since 2023, spending about a quarter of his time there. He is also the President/Owner of Lurie & Co, PC, providing tax and accounting services, which takes nearly full-time hours, and is involved in several committees, including providing insurance advice as an agent.

Employment History
Current Registrations
Albanyadvisor Group LLC
October 2023 - Present · 2 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
April 2021 - November 2023 · 2 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2000 - November 2023 · 23 yrs 1 mo
State Registrations4 states
COFLNYPA
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 Lurie - Financial Advisor | TrueAdvisor