Michael Muffoletto (CRD# 7022504) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 5 years of experience in the finance industry. Michael Muffoletto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clark & Company Wealth Management | Lancaster, NY | Mar 2024 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Mar 2024 - Current | < 1 |
| Lincoln Financial Securities | Lancaster, NY | Jul 2021 - Mar 2024 | 2 |
| Mml Investors Services | Amherst, NY | Sep 2018 - Jul 2021 | 2 |
| Massmutual | Amherst, NY | May 2018 - Jul 2021 | 3 |
| Tjt Consulting | Hamburg, NY | Apr 2018 - Dec 2020 | 2 |
| Unemployed | Amherst, NY | Jan 2018 - Apr 2018 | < 1 |
| Mwi Animal Health | Boise, NY | Dec 2016 - Jan 2018 | 1 |
| St. Bonaventure University | St. Bonaventure, NY | Aug 2013 - Dec 2016 | 3 |
| Mwi Animal Health | Boise, ID | Jun 2016 - Aug 2016 | < 1 |
| Bill Reynolds Home Improvement Company | Hamburg, NY | Jun 2015 - Aug 2015 | < 1 |
| Kilian Builders | Derby, NY | Jun 2014 - Aug 2014 | < 1 |
| Aunt Millie's Family Restaurant | Irving, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- NY
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, VI, VT, WA, WI, WV, WY
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