Michael Klein is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 9 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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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
Michael is affiliated with Bleakley Financial Group, LLC as an investment advisor representative (IAR), spending full-time servicing clients. He also works as an insurance agent providing fixed insurance advice, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Onepoint Bfg Wealth Partners
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations2 states
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