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Michael John Follett

Investment adviser representative at Iron Gate Global Advisors
23 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Iron Gate Global AdvisorsSep 2025 to now
  2. Charles Schwab & Co., Inc.Sep 2021 to Aug 2025
  3. TD Ameritrade, Inc.Aug 2003 to Dec 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 1 state (UT).

Iron Gate Global Advisors

Legal name: Iron Gate Global Advisors, LLC

$1.3BAssets managed
1,792Clients
8Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3178161
Firm CRD
111177
Advisor's SEC record (opens in a new tab)
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