Michael Collegeman is a CFP-designated registered investment advisor, based in Charlotte, NC, with 8 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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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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Michael is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.
Employment History
Current Registrations
Vanguard Marketing Corporation
October 2021 - Present · 4 yrs 11 mos
Vanguard Marketing CorporationBroker
October 2021 - Present · 4 yrs 11 mos
Vanguard Advisers, INC.
September 2021 - Present · 5 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
October 2017 - March 2019 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2017 - March 2019 · 1 yr 5 mos
Edward Jones
January 2015 - May 2017 · 2 yrs 4 mos
Edward JonesBroker
December 2014 - May 2017 · 2 yrs 5 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.