Michael Boccio, financial advisor Holbrook NY

Michael Boccio

CRD Number: 5378778
Current Firm: American Portfolios Advisors, Inc.

Michael Boccio (CRD# 5378778) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Holbrook, NY Jul 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Michael A. Boccio
Phone Number: 631-439-4600 X156
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    13,084
    MILLIONS
  • Total Number of Accounts
    54,553
    ACCOUNTS
  • Average Account Value
    $239,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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