Michael Thomas Hymes
Investment adviser representative at Beatrice Advisors LP
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$282.3MFirm 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 assetsFixed or flat fee
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.
- Beatrice Advisors LPJun 2024 to now
- Beatrice Wealth Management LPMay 2023 to May 2024
- Shufro Rose & Co., LLCDec 2019 to Mar 2023
- Plante Moran Financial AdvisorsAug 2014 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beatrice Advisors LP
$282.3MAssets managed
20Clients
5Advisers
1 yearIn 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
- 6482759
- Firm CRD
- 332668