Michael J. Hagerty

ECKEL FINANCIAL ADVISORS

FAIR OAKS, CA 95628

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CRD#: 7418343

Professional summary

Michael James Hagerty is a registered financial advisor currently at ECKEL FINANCIAL ADVISORS located in Fair Oaks, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 3 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.

Owns real estate limited liability companies; family limited partnership for managing and marketing; C-Corporation for consulting services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Hagerty'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 4, 2025 - Present

ECKEL FINANCIAL ADVISORS

Office #1: 8060 Sierra St, Fair Oaks, CA 95628

RIA

CRD#: 334463

FAIR OAKS, CA

Past

October 4, 2023 - March 7, 2025

ECKEL FINANCIAL ADVISORS

RIA

CRD#: 110236

FAIR OAKS, CA

Past

July 28, 2021 - October 2, 2023

OLDE WEALTH MANAGEMENT, LLC

RIA

CRD#: 308991

Fair Oaks, CA

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

California
(3/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2021

Uniform Investment Adviser Law Examination

Current Firm

ECKEL FINANCIAL ADVISORS

CRD#: 334463 / SEC#:

California

Registered Investment Advisory firm - (3/4/2025 Approved)

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Contact information

Main Address

8060 Sierra St, Fair Oaks, CA 95628

Mailing Address

Phone number

(510) 502-9164

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 31,685,000

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.

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Michael J. Hagerty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Hagerty's CRS (Customer Relationship Summary).

Certified licenses

Experience

ECKEL FINANCIAL ADVISORS

ECKEL FINANCIAL ADVISORS

OLDE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2021

Current Firm

ECKEL FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ECKEL FINANCIAL ADVISORS

TRUST BUT VERIFY

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