Michael J Hatch
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 assetsHourlyFixed 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
10 years in the industry.
- Kestra Advisory Services, LLCAug 2024 to now
- UnemployedFeb 2024 to Jul 2024
- Wise Wealth LLCNov 2023 to Jan 2024
- UnemployedMar 2023 to Nov 2023
- Shp Wealth Management, LLCNov 2018 to Feb 2023
- Equity Services, Inc.May 2018 to Nov 2018
- Maffe Financial GroupMar 2018 to Oct 2018
- Pruco Securities, LLCJul 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6692969
- Firm CRD
- 283330