Mikal Haddad
Mikal Haddad is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Astoria, NY, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2408 32nd St, [Satellite], Astoria, NY, 11105
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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
Mikal owns Astoria Private Wealth Haddad & Co. Inc. and spends full-time on this practice. Mikal also owns rental property and works a few hours per week as a financial advisor for Princeton Harriman Insurance Solutions.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations23 states
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