Michael A. Voltz
Professional summary
Michael Allerton Voltz, who also goes by Mickey Voltz, is a registered financial advisor currently at VOLTZ ASSET MANAGEMENT INC. located in Bay Shore, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Allerton Voltz's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2022 - Present
VOLTZ ASSET MANAGEMENT INC.
June 18, 2012 - September 11, 2012
STANDARD CREDIT SECURITIES INC.
July 3, 2000 - August 27, 2012
TRADITION SECURITIES AND DERIVATIVES LLC
November 12, 1987 - July 3, 2000
ASIEL & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/13/2022)
Exams
Series 55
Date: 4/10/2000
Limited Representative-Equity Trader ExamCurrent Firm
VOLTZ ASSET MANAGEMENT INC.
CRD#: 167138 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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