MS
Michael H. Sharp
SHARP FINANCIAL
Horsham, PA 19044
Some features on this profile are disabled
CRD#: 2948922
MS
Professional summary
Michael Howard Sharp, who also goes by Michael Howard Sharp, is a registered financial advisor currently at SHARP FINANCIAL located in Horsham, Pennsylvania and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Howard Sharp
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.
BLAKE FAMILY HOLDINGS, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER & MANAGING MEMBER/HOLDING COMPANY FOR BUSINESS INTEREST EFFECTIVE: 11/01/2013 4 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS DONALD V. SEKLOW IRREVOCABLE DEED OF TRUST 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 TRUSTEE EFFECTIVE: 08/01/2008 0 HOUR PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS MASSMUTUAL 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER/INSURANCE AGENT EFFECTIVE: 11/01/2017 10 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS MICHAEL H. SHARP MANAGEMENT, PC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWENR/FIRM MANAGEMENT EFFECTIVE: 03/01/2003 4 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS SFG MANAGEMENT, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER/MANAGEMENT COMPANY EFFECTIVE: 12/01/2019 4 HOURS PER MONTH/0 HOUR PER MONTHS DURING MARKET HOURS SFG, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 FOUNDER & CHAIRMAN/HOLDING COMPANY/MANAGEMENT, EXECUTIVE LEADERSHIP, FINANCE & ACCOUNTING EFFECTIVE: 01/01/2020 10 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS SHARP ACCOUNTING & TAX, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER & CPA/ACCOUNTING & TAX EFFECTIVE: 01/01/1993 80 HOURS PER MONTH/60 HOURS PER MONTH DURING MARKET HOURS SHARP CAPITAL ADVISORS, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER/BROKER DEALER BUSINESS/REGISTERED REPRESENTATIVE EFFECTIVE: 09/01/2021 20 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS SHARP WEALTH ADVISORY, LCC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER & INVESTMENT ADVISOR/REGISTERED INVESTMENT ADVISOR EFFECTIVE: 12/01/2017 80 HOURS PER MONTH/60 HOURS PER MONTH DURING MARKET HOURS PHILLY REVOLUTION 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OFFICER/AAU BASKETBALL TEAM EFFECTIVE: 02/27/2020 20 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Michael Howard Sharp'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®
NoneExperience
Current
November 6, 2017 - Present
SHARP FINANCIAL
Office #1: 100 Tournament Drive Suite 310, Horsham, PA 19044RIA
CRD#: 289325
Horsham, PA
Current
July 20, 2022 - Present
J. ALDEN ASSOCIATES, INC.
Office #1: 37 West Ave Suite 301, Wayne, PA 19087BD
CRD#: 40002
Wayne, PA
Past
April 18, 2022 - July 6, 2022
BA SECURITIES, LLC
BD
CRD#: 153489
W. CONSHOHOCKEN, PA
Past
November 15, 2017 - March 25, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Horsham, PA
Past
January 27, 2000 - December 31, 2017
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Horsham, PA
Past
April 24, 1998 - November 14, 2017
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
HORSHAM, 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".
SF
SHARP FINANCIAL
SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP
CRD#: 289325 / SEC#: 801-111775
RIA
Registered Investment Advisory firm - (10/3/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(7/27/2022)
RR
Florida(7/26/2022)
RR
Maryland(7/26/2022)
RR
New Jersey(10/18/2022)
RR
New York(7/26/2022)
RR
North Carolina(3/12/2024)
RR
Oregon(7/26/2022)
IAR
Pennsylvania(11/6/2017)
RR
Pennsylvania(7/21/2022)
RR
South Carolina(12/9/2022)
IAR
Texas(6/10/2024)
RR
Virginia(7/25/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
SHARP FINANCIAL
SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP
CRD#: 289325 / SEC#: 801-111775
RIA
Registered Investment Advisory firm - (10/3/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Tournament Drive Suite 310, Horsham, PA 19044
Mailing Address
Phone number
(215) 659-2130
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 391,897,821 |
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.
