Michael Wolfe
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Wolfe was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2014. Michael had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 16, 2022 - February 16, 2023
BISON WEALTH, LLC
June 6, 2022 - February 7, 2023
METRIC FINANCIAL, LLC
March 21, 2014 - May 24, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 19, 2014 - May 24, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
BISON WEALTH, LLC
CRD#: 165931 / SEC#: 801-78287
Contact information
Regulatory assets under management
| Total Number of Accounts | 4,347 |
| AUM (Assets Under Management) | $ 1,605,442,799 |
Red Flags
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