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MT

Michael R. Trainor

TRAINOR CONSULTING
Winchester, VA
Some features on this profile are disabled
CRD#: 4482336
MT

Professional summary

Michael Ralph Trainor is a registered financial advisor currently at TRAINOR CONSULTING located in Winchester, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 2 firms and has passed the Series 65 exam.

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 Ralph Trainor'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

March 15, 2022 - Present

TRAINOR CONSULTING

RIA
CRD#: 312591
Winchester, VA
Past

July 11, 2005 - October 14, 2010

COOKSON PEIRCE WEALTH MANAGEMENT

RIA
CRD#: 110729
PITTSBURGH, PA

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
Virginia
(3/15/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2021
Uniform Investment Adviser Law Examination

Current Firm

TC
TRAINOR CONSULTING
TRAINOR CONSULTING

CRD#: 312591 / SEC#:

Virginia
Registered Investment Advisory firm - (3/15/2022 Approved)
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Contact information

Main Address
Winchester, VA
Mailing Address
Phone number
(412) 400-4680
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 53,617

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.

Company Information

TRAINOR CONSULTING

CRD#: 312591Winchester, VA

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