Michael John Brunell

Current Employers

Employment History

• 01/2018 → Present
  Mmb + Co
  Latham, NY
• 10/2003 → Present
  Hrc Investment Services, Inc.
  Albany, NY
• 05/1987 → 01/2018
  Tice, Brunell & Company ,Cpas, Pc
  Albany, NY

Previous Registrations

• 2017-05-17 → 2019-12-31
  Tsa Management Inc
  Clifton Park, NY
  Glen Head, NY

Other Businesses

1. OWNER OF BRUNELL WEALTH MANAGEMENT LLC, THE NAME UNDER WHICH HE CONDUCTS HIS INVESTMENT RELATED BUSINESS THROUGH HALLIDAY FINANCIAL, LLC. BRUNELL WEALTH MANAGEMENT LLC WAS ORIGINALLY NAMED TBB WEALTH ADVISORS LLC AND WAS ESTABLISHED NOVEMBER 2003. THE NAME WAS CHANGED TO BRUNELL WEALTH MANAGEMENT IN NOVEMBER 2008. 2. BEGINNING JANUARY 2018, PRINCIPAL WITH MARVIN AND COMPANY, P.C. - CPA'S, LOCATED AT 11 BRITISH AMERICAN BLVD, LATHAM, NY 12110. BUSINESS IS A CPA FIRM PROVIDING ACCOUNTING AND TAX SERVICES AND IS NOT INVESTMENT RELATED. MICHAEL WILL DEVOTE APPROXIMATELY 40 HOURS A WEEK TO THIS BUSINESS ACTIVITY, WITH THE EXCEPTION OF TAX SEASON, DURING WHICH HE WILL DEVOTE APPROXIMATELY 60 HOURS PER WEEK. 90% OF THESE HOURS WILL OCCUR DURING SECURITIES TRADING HOURS. MARVIN & CO PC MERGED INTO MENGEL,METZGER,BARR &CO(MMB &CO) LOCATED AT THE SAME ADDRESS 3. STARTING DECEMBER 2018, TREASURER OF THE FINANCIAL PLANNING ASSOCIATION OF NORTHEASTERN NY, PO BOX 11565, LOUDONVILLE, NY 12211. THIS BUSINESS IS NOT INVESTMENT RELATED. ROLE ENTAILS APPROVING EXPENDITURES AND RECONCILING THE ORGANIZATION'S BANK ACCOUNT. WILL SPEND APPROXIMATELY 2 HOURS PER MONTH ON THIS BUSINESS ACTIVITY, NONE OF WHICH WILL OCCUR DURING SECURITIES TRADING HOURS. 4. EPILEPSY FOUNDATION OF NENY INC., 3 WASHINGTON SQUARE, ALBANY, NY 12205. BEGAN AS A BOARD MEMBER. BECAME TREASURER JULY 2023 FOR A 2 YEAR TERM. ATTEND BOARD MEETING AND GOLF COMMITTEE MEETINGS. THIS IS NOT INVESTMENT RELATED AND WILL SPEND 3-4 HOURS PER MONTH ON THIS OUTSIDE BUSINESS ACTIVITY INCLUDING 1-2 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-12-04

Other Names

• Michael John Brunell