Michael
Carlin

Fairfield, Bush & Co

CRD#5781386
Investment Advisor
in Darien, CT

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About this Advisor

Michael Carlin is a financial advisor based out of Darien, Connecticut who has 1 year of relevant experience. Carlin is an advisor for Fairfield, Bush & Co. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rbc Capital Markets, Morgan Stanley and Bank Of America, N.A. Carlin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Fairfield, Bush & Co is a registered investment company operating out of Darien, CT. It handles $365 million in total assets among its 227 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 227 client accounts, 26% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by Fairfield, Bush & Co most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

320 Boston Post Road Suite 150
Darien, CT 06820

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Fairfield, Bush & Co Brokerage Details

Total Assets Under Management

$365,284,587

CT Average: $5,297,377,271
Total Number of Employees

6

CT Average: 35
Total Number of Accounts

227

CT Average: 690
Average Account Size

$1,609,183

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Carlin Work History

Michael has been registered as a financial advisor for 1 years.*

2014 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - Present (10 years)

Bank Of America, N.A

2013 - 2014 (1 year)

Rbc Capital Markets

2013 - 2013 (< 1 year)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Carlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fairfield, Bush & Co

Michael Carlin
Darien, CT
Erik Pearson
Darien, CT
Christopher Getman
Darien, CT
Charles Krause
New Canaan, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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