Michael
Haley

Bpu Investment Management Inc

CRD#4544331
Investment Advisor
in Pittsburgh, PA
Are you Michael Haley? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Haley is a certified financial planner based in Pittsburgh, Pennsylvania. Currently an investment advisor with Bpu Investment Management Inc, Haley has 10 years of work experience. Haley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Haley is able to work with investors based out of Pennsylvania. During their career, the advisor has held roles at Nationwide Securities, LLC and Bpu Investment Management Inc. Bpu Investment Management Inc is headquartered in Pittsburgh, Pennsylvania, and has four other offices in the United States. Overall, Bpu Investment Management Inc oversees $541 million in assets across 1,855 accounts and employs 31 staff members. The level of assets currently under the firm's management places it among the larger financial advisory firms in the country. The firm manages 1,721 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Bpu Investment Management Inc offers 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

Yes

Office Location

One Oxford Centre Suite 3300
Pittsburgh, PA 15219

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bpu Investment Management Inc Brokerage Details

Total Assets Under Management

$517,116,882

PA Average: $15,833,994,310
Total Number of Employees

24

PA Average: 41
Total Number of Accounts

1,932

PA Average: 3,342
Average Account Size

$267,659

PA Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Haley Work History

Michael has 10 years of experience.

2011 - Present (8 years)

Bpu Investment Management Inc

2008 - 2011 (3 years)

Nationwide Securities, LLC

Disclosures

Michael Haley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started