Michael
Brogan
Goalvest Advisory LLC
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About this Advisor
Michael Brogan is a financial advisor operating in New York, New York who has 1 year of relevant experience. Brogan is an advisor for Goalvest Advisory LLC. During their career, the advisor has held roles at Suburban Propane Lp, Goalvest Advisory and Goalvest Advisory LLC. Brogan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in New York and Texas. Goalvest Advisory LLC is a financial advisory business based in New York, NY. It controls $287 million in assets across its 752 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 752 client accounts, 56% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Goalvest Advisory LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Goalvest Advisory LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goalvest Advisory LLC Brokerage Details
$286,655,498
7
752
$381,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Brogan Work History
Michael has been registered as a financial advisor for 1 years.*
Goalvest Advisory
Goalvest Advisory LLC
Suburban Propane Lp
*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 Brogan 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 Goalvest Advisory LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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