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Michael W. Bishop

BISHOP & COMPANY INVESTMENT MANAGEMENT
ERIE, PA 16505
Some features on this profile are disabled
CRD#: 2136453
MB

Professional summary

Michael William Bishop is a registered financial advisor currently at BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC located in Erie, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William Bishop's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 20, 2010 - Present

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

Office #1: 1250 Tower Lane Suite 101, Erie, PA 16505
RIA
CRD#: 146448
ERIE, PA
Past

February 5, 2002 - December 2, 2008

WEDGEWOOD INVESTORS INC

RIA
CRD#: 104834
ERIE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B&
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

CRD#: 146448 / SEC#: 801-68856

RIA
Registered Investment Advisory firm - (2/12/2008 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(8/20/2010)

Exams

Current Firm

B&
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

CRD#: 146448 / SEC#: 801-68856

RIA
Registered Investment Advisory firm - (2/12/2008 Approved)
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Contact information

Main Address
1250 Tower Lane Suite 101, Erie, PA 16505
Mailing Address
Phone number
(814) 314-0344
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

3.2025 BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts208
AUM (Assets Under Management)$ 387,048,545

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

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

CRD#: 146448Erie, PA 16505

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