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Michael James Hagerty

Eckel Financial Advisors

Fair Oaks, CA

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Current Employers
Eckel Financial Advisors

8060 Sierra St, Fair Oaks, CA 95628 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-04
  • CA RA
    APPROVED
    Since 2025-03-04

Branch Locations

8060 Sierra St, Fair Oaks, CA 95628 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Consultants San Ramone CA 08/2013 10/2023
Eckel Financial Advisors San Diego CA 10/2023 04/2024
Eckel Financial Advisors Fair Oaks CA 04/2024 Present
Previous Registrations
  • 2023-10-04 → 2025-03-07
    Eckel Financial Advisors
    Fair Oaks, CA
    Carlsbad, CA
  • 2021-07-28 → 2023-10-02
    Olde Wealth Management, Llc
    Fair Oaks, CA
    Sammamish, WA
Other Businesses

Owns real estate limited liability companies; family limited partnership for managing and marketing; C-Corporation for consulting services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-29
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29

View on SEC IAPD

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