Michael
Topley

Lansing Street Advisors

CRD#5808156
Investment Advisor
in Ambler, PA

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About this Advisor

Michael Topley is a certified financial planner working in Ambler, Pennsylvania with a total of 3 years of relevant experience. Topley is an employee of Lansing Street Advisors. Over the course of their career, Topley has held roles at Vanguard Group, Inc, Sei Investments Distribution Company, Sei Investments Management Corp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Avenue 1 Advisors, LLC Dba Blue Rock Avenue 1, Purshe Kaplan Sterling Investments, Inc, The Vanguard Group, Sei, Blue Rock Financial Group, Edge Financial Wellness and Lansing Street Advisors. Topley maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Lansing Street Advisors is a business operating out of Ambler, PA. It has $303 million in assets under management among its 321 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 321 accounts, 68% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lansing Street Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and publication of newsletters. A financial advisor's fees depend on the services offered. Fee types billed by Lansing Street Advisors can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

122 E. Butler Avenue
Ambler, PA 19002

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Lansing Street Advisors Brokerage Details

Total Assets Under Management

$302,515,000

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

2

PA Average: 41
Total Number of Accounts

321

PA Average: 3,342
Average Account Size

$942,414

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Publication of periodicals or newsletters

Michael Topley Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lansing Street Advisors

2019 - Present (5 years)

Edge Financial Wellness

2018 - Present (6 years)

Purshe Kaplan Sterling Investments, Inc

2018 - 2020 (2 years)

Avenue 1 Advisors, LLC Dba Blue Rock Avenue 1

2015 - 2018 (3 years)

Cambridge Investment Research, Inc

2015 - 2018 (3 years)

Cambridge Investment Research Advisors, Inc

2015 - 2019 (4 years)

Blue Rock Financial Group

2013 - 2015 (2 years)

Sei Investments Distribution Company

2013 - 2015 (2 years)

Sei Investments Management Corp

2013 - 2015 (2 years)

Sei

2012 - 2013 (1 year)

Vanguard Group, Inc

2012 - 2013 (1 year)

The Vanguard Group

*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 Topley 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 Lansing Street Advisors

Michael Topley
Ambler, PA
Matthew Topley
Ambler, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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