First Allied Advisory Services, Inc
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About this Advisor
Michael Kirsh is a certified financial planner whose office is in New York, New York. Currently a registered financial advisor at First Allied Advisory Services, Inc, they have accumulated 19 years of professional experience as a registered investment advisor. Kirsh holds a Series 63 license, designating the advisor as a securities representative. Kirsh is registered to operate based out of New Jersey. Their career trajectory has included roles at Kirsh Financial Services, Inc, Woodbury Financial, Metlife Securities Inc, First Allied Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. First Allied Advisory Services, Inc is based out of New York, New York, and has 549 additional brick-and-mortar locations across the United States. Overall, First Allied Advisory Services, Inc manages $6 billion in assets throughout 27,866 client accounts and employs more than 651 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 27,402 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. First Allied Advisory Services, Inc provides 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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First Allied Advisory Services, Inc Brokerage Details
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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 Kirsh Work History
Michael has 19 years of experience.
First Allied Securities Inc
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Kirsh Financial Services, Inc
Michael Kirsh has disclosures.
Please visit their SEC profile for more details.