Alisdair
Micheli

Icma Retirement Corporation

CRD#4550547
Investment Advisor
in Washington, DC
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About this Advisor

Alisdair Micheli is a certified financial planner whose office is in Washington, D.C. Currently a registered investment advisor at Icma Retirement Corporation, Micheli has 10 years of work experience in the financial advisory industry. Micheli maintains a Series 63 license, qualifying the advisor as a securities representative. Micheli is able to operate based out of Alabama, Colorado, Florida, Alaska, Washington, D.C., Arizona, Arkansas, California, Connecticut, Delaware, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Michigan, Minnesota, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, Idaho, Massachusetts, Maryland, Missouri, Nebraska, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Micheli has worked their whole career at Icma Retirement Corporation. Icma Retirement Corporation is based out of Washington, D.C. Overall, Icma Retirement Corporation oversees $47 billion in assets dispersed across 57 accounts and employs more than 865 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 57 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Icma Retirement Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$46,526,514,113

DC Average: $4,886,152,200
Total Number of Employees

865

DC Average: 60
Total Number of Accounts

57

DC Average: 205
Average Account Size

$816,254,634

DC Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Alisdair Micheli Work History

Alisdair has 10 years of experience.

2008 - Present (11 years)

Icma-Rc

Disclosures

Alisdair Micheli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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