Michael Joseph Carrillo
Investment adviser representative at Albanyadvisor Group LLC
19 yearsExperience
1 stateRegistered in
$302.8MFirm assets
4 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
- Pension consulting
Experience
19 years in the industry.
- Albanyadvisor Group. LLCOct 2021 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2021 to now
- Not EmployedMay 2021 to Jul 2021
- Pks Advisory Services, LLCSep 2007 to Apr 2021
- Purshe Kaplan Sterling Investments, Inc.Sep 2007 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Albanyadvisor Group LLC
$302.8MAssets managed
412Clients
5Advisers
4 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
- 5418354
- Firm CRD
- 316226