Michael Francis Forsythe
Professional Summary
Michael Francis Forsythe is a registered financial advisor currently at SAGETRADER, LLC located in Englewood, New Jersey. Michael is registered as a RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 9 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 25, Series 3, Series 55, Series 7, Series 6, Series 24, Series 4, Series 9 and Series 10 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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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
BRIDGE INVESTMENT ADVISORS LLC | VT BROKERS, LLC | SAGETRADER, LLC
Contact Information
Main Address
282 Grand Avenue Suite #2, Englewood, NJ 07631Mailing Address
282 Grand Avenue Suite #2, Englewood, NJ 07631Phone Number
(646) 837-0050Established
Delaware since 09/29/2003Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 25 — NYSE Trading Assistant Examination
Passed Apr 2004Series 55 — Limited Representative-Equity Trader Exam
Passed Aug 2000Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1996About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2001About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2001About the Series 10 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Francis Forsythe's CRS (Customer Relationship Summary).
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