Unclaimed Profile

Michael T Furlong

STRATIFI, LLC·BOSTON, Massachusetts

SIE, Series 7, Series 63, Series 65Clean record10 years registeredSTRATIFI, LLC

50 CONGRESS STREET, BOSTON, MA 02109CRD# 6079678Firm CRD# 149862

Profile Verification

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

Identity

Michael T Furlong · BOSTON, MA

Registration

CRD #6079678 · STRATIFI, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATIFI, LLC

STRATIFI, LLC

May 2016 – Jul 2017

San Francisco, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 27, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATIFI, LLC

CRD 149862 · SEC 801-70173

AUM

$85M

Regulatory assets under management

Employees

28 client accounts

Services offered by STRATIFI, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at STRATIFI, LLC →

Introduction

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Frequently Asked Questions

What services does Michael T Furlong offer?

Michael T Furlong specializes in Investment Management, Retirement Planning.

What are Michael T Furlong's credentials?

Michael T Furlong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael T Furlong located?

Michael T Furlong is based in BOSTON, Massachusetts, last registered with STRATIFI, LLC.

How does Michael T Furlong charge for services?

Michael T Furlong'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 STRATIFI, LLC?

STRATIFI, LLC has approximately 11 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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