Michael L. Storer
Professional summary
Michael Lawrence Storer, who also goes by Michael Storer, is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut and FORESIDE FINANCIAL SERVICES, LLC located in Glastonbury, Connecticut.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 12 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lawrence Storer's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 27, 2012 - Present
SYMMETRY PARTNERS
Office #1: 151 National Drive, Glastonbury, CT 06033August 8, 2018 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 151 National Drive, Glastonbury, CT 06033December 25, 2017 - March 16, 2018
NORTHERN LIGHTS DISTRIBUTORS, LLC
November 9, 2012 - November 21, 2012
3D ASSET MANAGEMENT, INC.
January 7, 2008 - October 24, 2012
SYMMETRY PARTNERS
August 29, 2003 - July 30, 2007
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
August 29, 2003 - July 30, 2007
NYLIFE DISTRIBUTORS LLC
October 5, 2000 - August 13, 2003
FAM DISTRIBUTORS, INC.
February 8, 2000 - August 17, 2000
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
March 27, 1998 - November 8, 1999
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
April 29, 1996 - December 9, 1997
FIRST UNION BROKERAGE SERVICES, INC.
March 1, 1995 - January 11, 1996
BOFA DISTRIBUTORS, INC.
July 13, 1993 - March 1, 1995
COLONIAL INVESTMENT SERVICES
Primary Firm SEC Registration
SYMMETRY PARTNERS
CRD#: 120982 / SEC#: 801-61342
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/20/2018)
(1/3/2023)
(1/3/2022)
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(11/27/2012)
(8/8/2018)
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(8/8/2018)
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(8/20/2018)
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(8/20/2018)
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(1/3/2022)
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Exams
FINRA
Current Firm
SYMMETRY PARTNERS
CRD#: 120982 / SEC#: 801-61342
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,224 |
| AUM (Assets Under Management) | $ 5,718,728,103 |
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.
