Michael
Haddad

On Investment Management Co

CRD#2557639
Investment Advisor
in Brentwood, TN

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About this Advisor

Michael Haddad is a financial advisor based in Brentwood, Tennessee, working with On Investment Management Co. Michael has previously held positions at National Life Of Vermont and The O.N. Equity Sales Company. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Michael is part of On Investment Management Co, which operates out of Brentwood, Tennessee. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 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, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

783 Old Hickory Blvd Suite 353
Brentwood, TN 37027

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

TN Average: $2,106,341,625
Total Number of Employees

206

TN Average: 34
Total Number of Accounts

15,930

TN Average: 1,972
Average Account Size

$137,818

TN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Haddad Work History

1995 - Present (29 years)

The O.N. Equity Sales Company

1994 - Present (30 years)

National Life Of Vermont

Disclosures

Please visit the SEC profile of Michael Haddad 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 On Investment Management Co

Aaron Briggs
Boise, ID
Elisabeth Olson
Fort Collins, CO
Jordan Carrier
Blountville, TN
Mark Gash
Lees Summit, MO
Dennis Dean
Chicago, IL
Juana Love
Chesterfield, MO
Matthew Collins
Cincinnati, OH
Michael Ledford
Chattanooga, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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