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Michael Lawrence Storer

Investment Adviser Representative at SYMMETRY PARTNERS

Shrewsbury, MACRD #2335467Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
52 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/12/2018
Series 66
Uniform Combined State Law Examination
Passed 7/3/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/24/2017
Series 7
General Securities Representative Examination
Passed 5/12/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Direct Client Tier 11.00%
Direct Client Tier 20.75%
Direct Client Tier 30.50%
Axiom Platform Tier 10.35%
Axiom Platform Tier 20.32%
Axiom Platform Tier 30.30%
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Symmetry Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FORESIDE FINANCIAL SERVICES, LLCCurrent
8/8/2018Shrewsbury, MA
SYMMETRY PARTNERSCurrent
11/27/2012Glastonbury, CT
3D ASSET MANAGEMENT, INC.
11/9/201211/21/2012East Hartford, CT
SYMMETRY PARTNERS
1/7/200810/24/2012Glastonbury, CT
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
8/29/20037/30/2007Parsippany, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Lawrence Storer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Lawrence Storer - Financial Advisor in Shrewsbury, MA | AdvisorFinder