Michael Dilorenzo, financial advisor Newton MA
68 score

Michael Dilorenzo

CRD Number: 5354404
Current Firm: Oneamerica Securities, Inc.

Michael Dilorenzo (CRD# 5354404) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Suffield, CT Feb 2016 - Current < 1
American United Life Suffield, CT Nov 2015 - Current 1
Pruco Securities, LLC South Windsor, CT Jun 2007 - Feb 2016 8
The Prudential Insurance Company Of America South Windsor, CT Jun 2007 - Feb 2016 8
John V Dilorenzo Insurance Agency Suffield, CT Sep 2006 - Jun 2007 < 1
Hinckley Construction Enfield, CT Jul 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael F. Dilorenzo
Phone Number: 877-285-3863
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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