Michael J. Panter
Professional summary
Michael John Panter JR, who also goes by Michael John Jr Panter, is a registered financial advisor currently at NAVESINK ADVISORS LLC located in Lincroft, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Panter JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2009 - Present
NAVESINK ADVISORS LLC
June 6, 2013 - December 11, 2014
PROPONENT ASSET ADVISORS, LLC
June 14, 2011 - December 31, 2012
PROPONENT ASSET ADVISORS, LLC
January 2, 2004 - December 2, 2005
CINCINNATI ANALYSTS, INC.
February 1, 2002 - December 31, 2003
THE CONCORD EQUITY GROUP, LLC
January 22, 1999 - January 25, 2002
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2009)
Exams
Current Firm
NAVESINK ADVISORS LLC
CRD#: 117456 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 400,000 |
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.
