Michael Mongiello (CRD# 4630706) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 20 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Securities, Inc. | Fresno, CA | Mar 2018 - Current | 6 |
| Scf Investment Advisors, Inc. | Fresno, CA | Mar 2018 - Current | 6 |
| Securities America, Inc. | New York, NY | Nov 2012 - Mar 2018 | 5 |
| United Advisors | New York, NY | Nov 2012 - Mar 2018 | 5 |
| Frankel Loughran Starr & Vallone | Garden City, NY | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- NY
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Total Assets Under Management2,554MILLIONS
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Total Number of Accounts11,146ACCOUNTS
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Average Account Value$229,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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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