Michael Steven Karris
Professional Summary
Michael Steven Karris is a registered financial advisor currently at ENDOWBRIDGE CAPITAL, LLC located in Princeton, New Jersey. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ENDOWBRIDGE CAPITAL, LLC | IVYBRIGHT CAPITAL, LLC
Contact Information
Main Address
707 Alexander Road Suite 208, Princeton, NJ 08540Phone Number
(609) 878-8161# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$4,571,334Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Steven Karris's CRS (Customer Relationship Summary).
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