Strategic Advisers
41yrs
Top advisor by experience in Bedford
31yrs
Michael Pappas
Financial advisor at Michael Pappas Advisor
Michael Pappas is a fiduciary financial advisor in Bedford, New York, with 31 years in the industry. Michael joined Michael Pappas Advisor in 2014, after six years at Stifel, Nicolaus & Company. Michael Pappas Advisor offers investment management and is paid through a percentage of assets and flat fees.
One of 9 advisors with offices in Bedford, and one of 9 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
OfficeBedford, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$515,000
States licensed ?2 states
Services through Michael Pappas Advisor
Investment management for individuals and small businesses
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.
Career
- 2014 – nowMichael Pappas Advisor LLCCurrent firm
- 2008 – 2014Stifel, Nicolaus & Company, IncorporatedPreviously
Contact Michael
(914) 234-6429Michael Pappas Advisor main office Bedford, NYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Michael Pappas Advisor at (914) 234-6429 and ask for Michael Pappas. Michael works from the Bedford, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Michael Pappas Advisor reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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