TLG Advisors
47yrs
Top advisor by experience in Summit
31yrs
A Michael Lipper
Financial advisor at Lipper Advisory Services
At a glance
Experience31 years (since 1996)
How that compares ?Top 13% by experience in Summit
Office85 Hobart Avenue, Summit, NJ 07901
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Lipper Advisory Services
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2012 – nowLipper Advisory Services Inc.Current firm
Questions to ask A
Tailored to A’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
- 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 A
How do I contact A?
Call Lipper Advisory Services at (908) 273-2454 and ask for A Michael Lipper. A works from the Summit, NJ office.
How long has A been a financial advisor?
A has been in the industry since 1996, about 31 years. Top 13% by experience in Summit.
What licenses does A hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is A a fiduciary?
A is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is A paid?
Lipper Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask A for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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