Michael
Parrott

Osaic Advisory Services, LLC

CRD#6546160
Investment Advisor
in Albuquerque, NM

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About this Advisor

Michael Parrott is a financial advisor based in Albuquerque, New Mexico, working with Osaic Advisory Services, LLC. Michael has previously held positions at Fidelity, Interactions Marketing, Genghis Grill, New Mexico State University, Thornburg Securities Corp, Fidelity Brokerage Services LLC, Waterway Wealth Management, and Triad Hybrid Solutions. Michael has passed the Series 66 regulatory exam and is registered to provide services in New Mexico and Texas. Currently, Michael is part of Osaic Advisory Services, LLC, which operates out of Albuquerque, New Mexico. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8300 Carmel Ave Ne Suite 103
Albuquerque, NM 87122

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

NM Average: $3,570,121,308
Total Number of Employees

2,582

NM Average: 58
Total Number of Accounts

20,269

NM Average: 1,608
Average Account Size

$243,658

NM Average: $2,220,225

Investment Advisory Services

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

Michael Parrott Work History

2024 - Present (0 year)

Triad Hybrid Solutions

2021 - Present (3 years)

Waterway Wealth Management

2019 - 2021 (2 years)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Thornburg Securities Corp

2015 - 2018 (3 years)

Fidelity

2015 - 2015 (< 1 year)

Interactions Marketing

2015 - 2015 (< 1 year)

Genghis Grill

2012 - 2015 (3 years)

New Mexico State University

Disclosures

Please visit the SEC profile of Michael Parrott 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 Osaic Advisory Services, LLC

Brian Lueker
Allentown, PA
Rachael Holcomb
Knoxville, TN
Thomas Gallardo
Atlanta, GA
Kasia Medlar
Atlanta, GA
Olivia Burke
Atlanta, GA
Jason Iannantuono
Allentown, PA
Valerie Roque
Houston, TX
Yisen Cai
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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