Michael Francis Broderick

Current Employers

Employment History

• 12/1995 → Present
  New York Life Ins. Co.
  New York, NY
• 03/1996 → Present
  Nylife Securities Inc.
  Waltham, MA
• 08/1996 → Present
  Atlantic Planning Group, Llc
  Waltham, MA

Other Businesses

[ATLANTIC PLANNING GROUP LLC. REGISTERED INVESTMENT ADVISOR. 201 JONES ROAD, SUITE 620, WALTHAM, MA 02451 BROKERS W/ NON-NYL COMPANIES. FINANCIAL PLANNING PARTNER 2/1998 FULL TIME PREPARE FINANCIAL PLANS, PRESENT, AND MONITOR FOR CLIENTS.] [OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP LLC FOR THE PURPOSE OF FINANCIAL PLANNING, SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 201 JONES RD STE 620 WALTHAM MA 02451] [Catholic Memorial High School; associate member of the Board of Directors; meet to review issues and direction the school is taking; 235 Baker Street West Roxbury, MA; Start Date 11/2016; Role/Title: Board Member; Not Investment Related; 6 hours per month; 2 hours per month during securities trading hours] [The Julie Fund; The Julie Fund raises monies for Womans Cancers and has three purposes, Education, Financial Assistance and Research; PO Box 620-657 Newton, MA 02462; Start Date 01/2006; Role/Title: Board Member-Director/Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; I assist in running fund raising events such as the annual Gala and Spring Run] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2007; Role/Title: Director; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Cryptocurrency Investment; invest in Crypto Currencies; 201 Jones Road Suite 620 Waltham , MA; Start Date 05/2021; Role/Title: Investor; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours; passive investor]

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-02-29

Other Names

• Mike Broderick