Michael Tursi
Michael Tursi is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 10 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
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
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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 owns 100% of J.M. Equity Advisors LLC, dedicating full-time hours to this investment-related activity. He also works as a financial advisor at Princeton Harriman Insurance Solutions, spending a few hours per week, and works minimal time as a Notary Public.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations26 states
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