Advisor at Trainor Consulting
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Michael Trainor is a financial advisor with Trainor Consulting in Winchester, VA, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at BNY Mellon, Kulak Design Associates, and Anacomp. He also owns a tax preparation business that provides seasonal tax services for individuals and small businesses. Trainor Consulting offers investment management services primarily to individual and joint accounts, managing client portfolios on a non-discretionary basis without custody of assets. The firm emphasizes disciplined active management based on fundamental research and maintains a structured approach that excludes short-selling, market timing, margin accounts, and cryptocurrency.
0.75% annually, charged quarterly as 0.1875% per quarter
Hourly basis charged for tax preparation services, rates vary by type of return
Winchester, VA
Virginia
Trainor Consulting
2019 - Present (7 years)
Anacomp
2019 - 2019 (1 year)
Kulak Desigh Associates
2018 - 2019 (1 year)
BNYMellon
2012 - 2018 (6 years)
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Accountant / CPA / tax prep
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