Michael
Mandelos
Miller Howard Investments Inc
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About this Advisor
Michael Mandelos is a financial advisor working in Kingston, New York, with a total of 9 years of industry experience. Mandelos currently works for Miller Howard Investments Inc. Over the course of their career, Mandelos has held roles at Ubs Financial Services Inc, Miller Howard Investments and Foreside Fund Services, LLC. Mandelos has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Miller Howard Investments Inc is an advisory company based out of Kingston, NY. It manages $3 billion in assets under management among its 2,274 accounts, making it one of the largest firms in the United States by assets under management. Of its 2,274 accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Miller Howard Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Miller Howard Investments Inc Brokerage Details
$3,145,174,550
32
2,274
$1,383,102
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Mandelos Work History
Michael has been registered as a financial advisor for 9 years.*
Foreside Fund Services, LLC
Miller Howard Investments
Ubs Financial Services 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 Mandelos 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 Miller Howard Investments Inc
Boca Raton, FL
Kingston, NY
Kingston, NY
Sunbury, OH
Woodstock, 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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