Michael Germano
Michael Germano is a CFP, ChFC-designated registered investment advisor, based in Conshohocken, PA, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
161 Washington Street, Suite 925, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2017Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Michael is involved in several outside business activities, including rental real estate, a personal investment in Consenous Mining, and as a wealth manager at Key Sage Wealth. He also installs insurance products for Steward Partners and provides advisory services for Steward Partners Investment Advisory LLC, and is a board member for Accountable Equity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations20 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.
Exams
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