Michael Sbertoli, financial advisor Naples FL
93 score

Michael Sbertoli

CRD Number: 1019079
Current Firm: Edward Jones

Michael Sbertoli (CRD# 1019079) is an Investment Advisor Representative working at Edward Jones in Naples, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2015 - Current 1
Raymond James & Associates, Inc. Marco Island, FL Mar 2014 - Oct 2014 < 1
Raymond James & Associates, Inc. Ft. Myers, FL Feb 1997 - Mar 2014 17
Dignity Gown LLC Naples, FL Apr 2011 - Dec 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Michael C. Sbertoli
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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