Unclaimed Profile

Michael Christopher Bass

WEALTH ADVISORY GROUP, INC.·BERWYN, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65Clean record26 years registeredWEALTH ADVISORY GROUP, INC.

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 2583399Firm CRD# 122269

Profile Verification

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

Identity

Michael Christopher Bass · BERWYN, PA

Registration

CRD #2583399 · WEALTH ADVISORY GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Nov 2025 – present

WORLD INVESTMENTS, LLC

Nov 2025 – present

BCG SECURITIES, INC.

Mar 2010 – Nov 2025

Berwyn, PA

AXA ADVISORS, LLC

Jul 2002 – Mar 2010

WAYNE, PA

WEALTH ADVISORY GROUP, INC.

May 2000 – Nov 2025

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ADVISORY GROUP, INC.

CRD 122269 · SEC 801-107381

AUM

$581M

Regulatory assets under management

Employees

673 client accounts

Services offered by WEALTH ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Christopher Bass offer?

Michael Christopher Bass specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Michael Christopher Bass's credentials?

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

Where is Michael Christopher Bass located?

Michael Christopher Bass is based in BERWYN, Pennsylvania, working with WEALTH ADVISORY GROUP, INC.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Michael Christopher Bass charge for services?

Michael Christopher Bass's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ADVISORY GROUP, INC.?

WEALTH ADVISORY GROUP, INC. has approximately 7 employees and manages $581M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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