Michael
Kirsh

First Allied Advisory Services, Inc

CRD#1190519
Investment Advisor
in New York, NY
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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

Series 63, Certified Financial Planner

Years of Experience

19 years

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, Commissions

Disclosures

Yes

Office Location

135 W 41St St 5Th Floor
New York, NY 10036

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,977,442,718

NY Average: $7,578,581,321
Total Number of Employees

609

NY Average: 43
Total Number of Accounts

30,127

NY Average: 3,727
Average Account Size

$198,408

NY Average: $2,033,427

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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.

2017 - Present (2 years)

First Allied Securities Inc

2017 - 2017 (0 years)

Mml Investors Services, LLC

2016 - 2017 (1 years)

Massachusetts Mutual Life Insurance Company

2014 - 2016 (2 years)

Metlife Securities Inc

2006 - 2014 (8 years)

Woodbury Financial

1999 - 2014 (15 years)

Kirsh Financial Services, Inc

Disclosures

Michael Kirsh has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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