Michael C. Topley
Professional summary
Michael Charles Topley, AIF®, CFP®, who also goes by Michael Topley, is a registered financial advisor currently at LANSING STREET ADVISORS located in Ambler, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Charles Topley's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 20, 2020 - Present
LANSING STREET ADVISORS
Office #1: 124 S Maple Street Suite 325, Ambler, PA 19002October 5, 2018 - August 13, 2020
VEERY CAPITAL, LLC
September 29, 2015 - October 22, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 29, 2015 - October 22, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 6, 2014 - October 2, 2015
SEI INVESTMENTS MANAGEMENT CORP
September 26, 2013 - October 2, 2015
SEI INVESTMENTS DISTRIBUTION CO.
September 27, 2012 - October 1, 2013
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
LANSING STREET ADVISORS
CRD#: 306882 / SEC#: 801-126210
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2020)
Exams
Current Firm
LANSING STREET ADVISORS
CRD#: 306882 / SEC#: 801-126210
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 554,999,739 |
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.
