Michael
Sharp
The Sharp Financial Group
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About this Advisor
Michael Sharp is a financial advisor based out of Horsham, Pennsylvania with a total of 6 years of relevant experience. Sharp is an employee of The Sharp Financial Group. Their career trajectory has included roles at Sharp Account & Tax, LLC, H.D. Vest Investment Services, Sharp Wealth Advisory Dba The Sharp Financial Group, Ba Securities, LLC, Sharp Financial Services, LLC and Purshe Kaplan Sterling Investments. Sharp has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. The Sharp Financial Group is an advisory business operating out of Horsham, PA. The investment advisory business has offices in four locations and a total of seven employees. It manages $255 million in assets under management across its 320 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 320 accounts, 40% belong to high-net-worth clients who have at least $1 million in assets available to invest. The Sharp Financial Group performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services are provided. Fee types charged by The Sharp Financial Group can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Sharp Financial Group Brokerage Details
$254,905,406
7
320
$796,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Sharp Work History
Michael has been registered as a financial advisor for 6 years.*
Ba Securities, LLC
Sharp Account & Tax, LLC
Sharp Wealth Advisory Dba The Sharp Financial Group
Sharp Financial Services, LLC
Purshe Kaplan Sterling Investments
H.D. Vest Investment Services
*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 Sharp 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 The Sharp Financial Group
Horsham, PA
Horsham, PA
Horsham, PA
Fernandina Beach, FL
Horsham, PA
Horsham, PA
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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