Michael
Tanney
Magnus Financial Group LLC
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About this Advisor
Michael Tanney is a financial advisor operating in New York, New York with a total of 1 year of relevant experience. Tanney currently works for Magnus Financial Group LLC. Over the course of their career, they have held roles at Goldman, Sachs & Co, Wanderlust Wealth Management, Baruch College and Magnus Financial Group LLC. Tanney has Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New York. Magnus Financial Group LLC is a company that has its headquarters in New York, NY. It controls $1 billion in total assets among its 3,378 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,378 customer accounts, 35% are held by high-net-worth clients who have more than $1 million in assets. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on the financial services offered. Fees billed by Magnus Financial Group LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Magnus Financial Group LLC Brokerage Details
$1,260,520,976
21
3,378
$373,156
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Tanney Work History
Michael has been registered as a financial advisor for 1 years.*
Magnus Financial Group LLC
Wanderlust Wealth Management
Baruch College
Goldman, Sachs & Co
*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 Tanney 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 Magnus Financial Group LLC
New York, NY
Bedford Corners, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, 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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