Osaic Advisory Services
46yrs
Top advisor by experience at Osaic Advisory Services
30yrs
Michael Messinger
Financial advisor at Allworth Financial
Michael Messinger is a financial advisor in Manasquan, New Jersey, with 30 years in the industry. Michael joined Allworth Financial in 2024, after 16 years at George McKelvey. Allworth Financial offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office2410 State Highway 34, Manasquan, NJ 08736
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowAllworth Financial, L.P.Current firm
- 2008 – 2024George McKelvey CO., Inc.Previously
Contact Michael
(916) 482-2196Firm headquarters in Folsom, CA. Ask for Michael. 2410 State Highway 34Manasquan, NJ 08736Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Allworth Financial at (916) 482-2196 and ask for Michael Messinger. Michael works from the Manasquan, NJ office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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