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Qualifications of Financial Advisor in Clifton Park

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Financial Advisors in Clifton Park, New York
Financial Advisor Office Location Phone Number
Mike Morgante
Edelman Financial Engines, LLC
309 Clifton Park Center Road,
Clifton Park, NY  12065
(518) 371-2004
Christopher Fabian
AXA Advisors LLC
5 Maxwell Drive,
Clifton Park, NY  12065
(518) 373-7386
Thomas Brown
Brown Financial Management Group LLC
950 New Loudon Rd,
Latham, NY  12110
(518) 464-9974

Information on Qualified Financial Advisors in Clifton Park

Qualifications CRD# 4812139
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 309 Clifton Park Center Road,
Suite 10,
Clifton Park,
NY 
12065
Phone Number (518) 3712004

Joined Edelman Financial Engines in 2009. Began his career in the financial services industry in 2004. Successfully completed the Series 7, 65, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®)certification(s). Bachelor's degree in Business Administration and Economics from the University at Albany. Married to Kaila. They have one child: Elle. Mike enjoys traveling, being outdoors, and spending time with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5356336
FirmCRD# 6627
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 5 Maxwell Drive,
Suite 100,
Clifton Park,
NY 
12065
Phone Number (518) 3737386

Christopher Fabian is a Vice President and financial advisor with AXA Advisors, LLC in Clifton Park, NY. Christopher joined AXA in 2009 after receiving a BS in Finance from Siena College in Loudonville, NY. Since joining AXA in 2009, Chris has obtained numerous licenses and registrations, including the Series 7, Series 66, Series 24, his CFP® designation, and the Chartered Retirement Planning Counselor (CRPC) designation. Chris holds his NY Life & Health Insurance License (LA-1055568) and is certified in NYS Partnership Long-Term Care. Chris is also licensed to transact business in multiple states including New York, Massachusetts, Vermont, Pennsylvania, New Hampshire, Texas, California, North Carolina, South Carolina, Georgia, Florida, New Mexico, Nevada, Maryland and Arizona.

About AXA Advisors LLC

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. This includes investment products, managed accounts, insurance products, retirement plans and more.



Qualifications CRD# 1614783
FirmCRD# 282501
Series 6, 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Hourly


Office Location 950 New Loudon Rd,
Suite 105,
Latham,
NY 
12110
Phone Number (518) 4649974

About Brown Financial Management Group LLC

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List of Additional Financial Advisors in or around Clifton Park, New York
Dlg Wealth Management Llc Clifton Park, NY
Walthausen & Co., Llc Clifton Park, NY

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