Michael J. Israels
Professional summary
Michael Jozef Israels, who also goes by Mike J. Israels, is a registered financial advisor currently at ISRAELS FERGUSON ASSET ADVISORS LLC located in New York, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 5 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Jozef Israels's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2010 - Present
ISRAELS FERGUSON ASSET ADVISORS LLC
January 22, 2004 - July 21, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
August 15, 2003 - January 23, 2004
WALNUT STREET SECURITIES, INC.
August 1, 2003 - January 23, 2004
WALNUT STREET SECURITIES, INC.
June 30, 2003 - July 26, 2007
WEALTH PARTNERS ADVISORS LLC
June 27, 2003 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/30/2010)
(5/25/2021)
Exams
Current Firm
ISRAELS FERGUSON ASSET ADVISORS LLC
CRD#: 151317 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 19,000,000 |
Red Flags
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