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Michael Frank Kay

FINANCIAL LIFE FOCUS, LLC·LIVINGSTON, New Jersey
Clean recordFINANCIAL LIFE FOCUS, LLC
70 SOUTH ORANGE AVENUE, LIVINGSTON, NJ 07039-4903CRD# 1420183Firm CRD# 152904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Frank Kay · LIVINGSTON, NJ
Registration
CRD #1420183 · FINANCIAL LIFE FOCUS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Frank Kay is a registered financial advisor based in LIVINGSTON, New Jersey, affiliated with FINANCIAL LIFE FOCUS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL LIFE FOCUS, LLC
FINANCIAL LIFE FOCUS, LLC
AUM
$379M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL LIFE FOCUS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF GROSS INCOME AND NET WORTH
Regulatory
SEC/IARD CRD# 1420183
Firm CRD# 152904
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Frank Kay offer?
Michael Frank Kay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIVINGSTON, New Jersey for a consultation.
What are Michael Frank Kay's credentials?
Michael Frank Kay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Frank Kay located?
Michael Frank Kay is based in LIVINGSTON, New Jersey, working with FINANCIAL LIFE FOCUS, LLC. Their office serves clients in the LIVINGSTON metropolitan area and surrounding communities.
How does Michael Frank Kay charge for services?
Michael Frank Kay's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of gross income and net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL LIFE FOCUS, LLC?
FINANCIAL LIFE FOCUS, LLC has approximately 8 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL LIFE FOCUS, LLC

Joseph Chuo-Ju Kuo
PHILADELPHIA, PA
Jeremy David Levinn
PHILADELPHIA, PA

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