Michael
Abate
Pensionmark Financial Group, LLC
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About this Advisor
Michael Abate is a financial advisor based out of New York, New York. Abate is an employee of Pensionmark Financial Group, LLC. The advisor has gained experience at Capital One Sharebuilder, Inc, Pensionmark Financial Group, LLC, Td Ameritrade, Apw Capital, Inc, Pensionmark Securities, LLC, Pensionmark Financial Group and Eisneramper Wealth Management & Corporate Benefit. Abate has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Connecticut, New Jersey, New York and Pennsylvania. Pensionmark Financial Group, LLC is a financial advisory company based out of Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 advisors. It controls $27 billion in total assets among its 7,380 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 142 charities and foundations. Of its 7,380 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on the financial services. Fee types billed by Pensionmark Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Abate Work History
Michael has been registered as a financial advisor for 0 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group
Td Ameritrade
Apw Capital, Inc
Eisneramper Wealth Management & Corporate Benefit
Pensionmark Financial Group, LLC
Capital One Sharebuilder, Inc
*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 Abate 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 Pensionmark Financial Group, LLC
Madison, WI
Los Angeles, CA
San Antonio, TX
South Burlington, VT
Santa Barbara, CA
Fort Mill, SC
Saint Petersburg, FL
Brentwood, TN
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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