Michael
Rotlevi
Independent Financial Group, LLC
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About this Advisor
Michael Rotlevi is a financial advisor based in Commack, New York, working with Independent Financial Group, LLC. Michael has previously held positions at Equitable Advisors, LLC, Best Mounting Corp, Kosher Care International, Vaad Harabonim Of Queens, Queensborough Community College, Baruch College, Allstate Insurance, Yeshiva Netiv Aryeh, Mesivta Ateres Yaakov High School, and Independent Financial Group LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Michael is part of Independent Financial Group, LLC, which operates out of Commack, New York. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Michael Rotlevi Work History
Independent Financial Group LLC
Best Mounting Corp
Equitable Advisors, LLC
Allstate Insurance
Vaad Harabonim Of Queens
Baruch College
Kosher Care International
Best Mounting Corp
Queensborough Community College
Yeshiva Netiv Aryeh
Mesivta Ateres Yaakov High School
Disclosures
Please visit the SEC profile of Michael Rotlevi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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