Unclaimed Profile

Michael Joseph Egan

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC·NAPLES, Florida

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65CFPClean record30 years registeredGYROSCOPE CAPITAL MANAGEMENT GROUP LLC

9130 GALLERIA COURT, NAPLES, FL 34109CRD# 2124653Firm CRD# 142672

Profile Verification

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

Identity

Michael Joseph Egan · NAPLES, FL

Registration

CRD #2124653 · GYROSCOPE CAPITAL MANAGEMENT GROUP LLC · 30 years registered

Brand Profile

Not yet started

Career History

FIRST TRUST PORTFOLIOS L.P.

Jan 2025 – present

FIRST TRUST ADVISORS LP

Nov 2024 – present

FIRST TRUST INVESTMENT SOLUTIONS L.P.

Oct 2023 – Dec 2024

NAPLES, FL

MOORS & CABOT, INC

May 2009 – Jan 2020

NAPLES, FL

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

Mar 2007 – Dec 2023

NAPLES, FL

THE COLONY GROUP OF NAPLES, LLC

Dec 2005 – Feb 2009

BOSTON, MA

LEGG MASON WOOD WALKER INC

Oct 1995 – Dec 2005

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · October 20, 1995

Years registered · 30

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

CRD 142672 · SEC 801-79925

AUM

$351M

Regulatory assets under management

Employees

725 client accounts

Services offered by GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GYROSCOPE CAPITAL MANAGEMENT GROUP LLC →

Introduction

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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.

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