Unclaimed Profile

Michael Ernest Guarasci

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

SIE, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredPOLEN CAPITAL MANAGEMENT, LLC

1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 3266924Firm CRD# 106093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Ernest Guarasci · BOCA RATON, FL

Registration

CRD #3266924 · POLEN CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POLEN CAPITAL MANAGEMENT, LLC

BEAR STEARNS ASSET MANAGEMENT INC

May 2006 – May 2007

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 31, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

CRD 106093 · SEC 801-15180

AUM

$43.2B

Regulatory assets under management

Employees

173

3,397 client accounts

Services offered by POLEN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Ernest Guarasci offer?

Michael Ernest Guarasci specializes in Investment Management, Retirement Planning, Wealth Management.

What are Michael Ernest Guarasci's credentials?

Michael Ernest Guarasci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Ernest Guarasci located?

Michael Ernest Guarasci is based in BOCA RATON, Florida, last registered with POLEN CAPITAL MANAGEMENT, LLC.

How does Michael Ernest Guarasci charge for services?

Michael Ernest Guarasci's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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