Claim Profile
ME

Michael Joseph Egan

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC·NAPLES, Florida
CFPSeries 4Series 24Series 10Series 9Series 3Series 7Series 65Series 63SIELicensed in 2 states
Unclaimed Profile
9130 GALLERIA COURT, NAPLES, FL 34109CRD# 2124653Firm CRD# 142672
01

About

Michael Joseph Egan is a registered financial advisor based in NAPLES, Florida, affiliated with GYROSCOPE CAPITAL MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC
AUM
$351M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2124653
Firm CRD# 142672
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Joseph Egan offer?
Michael Joseph Egan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.
What are Michael Joseph Egan's credentials?
Michael Joseph Egan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Joseph Egan located?
Michael Joseph Egan is based in NAPLES, Florida, working with GYROSCOPE CAPITAL MANAGEMENT GROUP LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Michael Joseph Egan charge for services?
Michael Joseph Egan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GYROSCOPE CAPITAL MANAGEMENT GROUP LLC?
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC has approximately 7 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty