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Michael Joseph Doise

Investment adviser representative at Cullen Investment Group
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$910MFirm assets

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How the firm charges

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

Percentage of assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Cullen Investment GroupOct 2023 to now
  2. Robertson CapitalDec 2021 to Sep 2023
  3. Slant EnergyApr 2020 to Nov 2021
  4. Robertson MidstreamJun 2017 to Apr 2020
  5. RBC Capital Markets, LLCJun 2014 to Jun 2017

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Cullen Investment Group

Legal name: Cullen Investment Group, Ltd.

$910MAssets managed
611Clients
6Advisers
24 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
5407123
Firm CRD
18266
Advisor's SEC record (opens in a new tab)
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