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Financial Advisor in Cobleskill, New York

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Qualifications of Financial Advisor in Cobleskill

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Cobleskill, 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

Information on Qualified Financial Advisors in Cobleskill

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.



List of Additional Financial Advisors in or around Cobleskill, New York
Fenimore Asset Management, Inc. Cobleskill, NY
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