Michael
Slattery
Valmark Advisers, Inc
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About this Advisor
Michael Slattery is a financial advisor based in Boston, Massachusetts, working with Valmark Advisers, Inc. Michael has previously held positions at Valmark Financial Group, Qdoba Mexican Grill, Grove City College, Camp Carl, Focus On The Family, Charles Schwab, and Thomas Brady & Associates. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Valmark Advisers, Inc, which operates out of Boston, Massachusetts. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michael Slattery Work History
Thomas Brady & Associates
Valmark Financial Group
Charles Schwab
Camp Carl
Focus On The Family
Grove City College
Qdoba Mexican Grill
Disclosures
Please visit the SEC profile of Michael Slattery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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