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Michael A. Tuft

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CRD#: 1198812
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Albert Tuft, who also goes by Michael Tuft, Mike Tuft, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1983. Michael had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Tuft | Mike Tuft

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Michael A Tuft DBA TUFT ASSOCIATES SINCE 01/2003. INVESTMENT-REALTED. 8735 McCarty Ranch Drive, San Jose, CA 95135. Retirement Plan CONSULTING FIRM. POSITION-OWNER on 01/2003. DUTIES-SALES AND SERVICE OF PENSION PRODUCTS. 200 HOURS/MONTH. 160 HOURS/MONTH DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 5, 2015 - December 31, 2024

YRD RETIREMENT PLAN ADVISORS

RIA
CRD#: 173154
SAN JOSE, CA
Past

January 20, 2006 - September 3, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
San Jose, CA
Past

May 16, 2003 - September 3, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
San Jose, CA
Past

June 21, 1994 - October 24, 2000

SYSTEMATIZED BENEFITS ADMINISTRATORS, INC.

BD
CRD#: 19242
WINDSOR, CT
Past

October 15, 1993 - January 29, 2003

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

November 25, 1989 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

May 22, 1989 - September 6, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 9, 1985 - May 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

October 20, 1983 - December 24, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/19/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


YR
YRD RETIREMENT PLAN ADVISORS
TUFT ASSOCIATES | YRD RETIREMENT PLAN ADVISORS | TUFT, MICHAEL ALBERT

CRD#: 173154 / SEC#:

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Contact information


Main Address
8735 Mccarty Ranch Drive, San Jose, CA 95135
Mailing Address
Phone number
(408) 509-6224
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 7,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


YRD RETIREMENT PLAN ADVISORS

CRD#: 173154

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