MT
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Michael Troyer

13 Years of Experience
Grand Junction, CO
Broker

Michael Troyer is a registered investment advisor at D.A. Davidson & CO., based in Grand Junction, CO, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

360 W Park Dr, Suite 200, Grand Junction, CO, 81505

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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.

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Other Business Activities

Michael is a professional golfer and instructor since 1995, dedicating about 10-20% of his time, even during securities trading hours. He is also a member of the board of directors for Bookcliff Country Club, dedicating minimal time and none during securities trading hours.

Employment History
Current Registrations
D.A. Davidson & CO.
January 2023 - Present · 3 yrs 4 mos
D.A. Davidson & CO.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
November 2021 - January 2023 · 1 yr 2 mos
LPL Financial LLC
November 2021 - January 2023 · 1 yr 2 mos
Transamerica Financial Advisors, INCBroker
June 2021 - November 2021 · 5 mos
Transamerica Financial Advisors, INC.
June 2021 - November 2021 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - January 2020 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - January 2020 · 2 yrs 8 mos
Fisher Investments
November 2015 - March 2017 · 1 yr 4 mos
Curian Capital, LLC
January 2012 - September 2015 · 3 yrs 8 mos
Curian Clearing, LLCBroker
January 2012 - September 2015 · 3 yrs 8 mos
Morgan Stanley Smith Barney LLC
July 2010 - September 2011 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
July 2010 - September 2011 · 1 yr 2 mos
State Registrations29 states
AZCACOFLHIIDILINKSLAMDMEMOMTNCNENHNMNVNYORPASCSDTXUTVAWAWY
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 Troyer - Financial Advisor | TrueAdvisor