Michael
Finnan

First American Asset Advisory, LLC

CRD#2311960
Investment Advisor
in Garden City, NY

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About this Advisor

Michael Finnan is a financial advisor who works out of Garden City, New York who has 4 years of relevant experience. Finnan is on the advisory team at First American Asset Advisory, LLC. They have spent their whole time as a financial advisor at First American Asset Advisory, Llc. Finnan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and New York. First American Asset Advisory, LLC is a company based in Garden City, NY. It administers $81 million in assets between its 141 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 141 customer accounts, 100% are associated with high-net-worth clients who have more than $1 million in assets. First American Asset Advisory, LLC has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually vary depending on which service is offered. However, fee types charged by First American Asset Advisory, LLC likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

59 Hilton Avenue, Suite 101
Garden City, NY 11530

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First American Asset Advisory, LLC Brokerage Details

Total Assets Under Management

$81,390,586

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

141

NY Average: 3,892
Average Account Size

$577,238

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Finnan Work History

Michael has been registered as a financial advisor for 4 years.*

1997 - Present (27 years)

Morgan Wilshire Securities, 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 Finnan 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 First American Asset Advisory, LLC

Alfred Diloreto
Garden City, NY
Aalon Rose
Garden City, NY
Jeffrey Lew
Garden City, NY
Paul Metz
Garden City, NY
Michael Finnan
Garden City, 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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