Michael S. Karris

ENDOWBRIDGE CAPITAL

Princeton, NJ 08540

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CRD#: 2386528

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.

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 Steven Karris's 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

July 21, 2015 - Present

ENDOWBRIDGE CAPITAL, LLC

Office #1: 707 Alexander Road Suite 208, Princeton, NJ 08540

RIA

CRD#: 228786

Princeton, NJ

Past

August 3, 2001 - February 25, 2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

September 11, 2000 - October 24, 2000

FIRST NEW YORK SECURITIES L.L.C.

CRD#: 16362

NEW YORK, NY

Past

September 7, 1994 - September 11, 2000

BNP PARIBAS SECURITIES CORP.

CRD#: 15794

NEW YORK, NY

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

New Jersey
(7/21/2015)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/1994

General Securities Representative Examination

Current Firm

ENDOWBRIDGE CAPITAL, LLC

ENDOWBRIDGE CAPITAL, LLC | IVYBRIGHT CAPITAL, LLC

CRD#: 228786 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/21/2015 Approved)

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Contact information

Main Address

707 Alexander Road Suite 208, Princeton, NJ 08540

Mailing Address

Phone number

(609) 878-8161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 4,571,334

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael S. Karris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Steven Karris's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDOWBRIDGE CAPITAL, LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

FIRST NEW YORK SECURITIES L.L.C.

BNP PARIBAS SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2015

Series 63

Date: 2/14/2000

Series 7

Date: 9/6/1994

Current Firm

ENDOWBRIDGE CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENDOWBRIDGE CAPITAL, LLC

TRUST BUT VERIFY

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