Michael MistrettaCRD Number: 5482267
Current Firm: H.d. Vest Advisory Services, Inc.
Michael Mistretta (CRD# 5482267) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Rancho Murieta, CA and has over 8 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
Three Oaks Capital Management
|H.d. Vest Investment Services||Sacramento, CA||Nov 2011 - Current||5|
|H.d. Vest Advisory Services||Sacramento, CA||Nov 2011 - Current||5|
|Mistretta Associates||Sacramento, CA||Dec 2007 - Current||9|
|Financial Network Investment Corp||El Segundo, CA||Jan 2008 - Nov 2011||3|
|American River Bank||Sacramento, CA||Jan 2006 - Dec 2007||1|
|Wells Fargo Bank||Sacramento, CA||Jan 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
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:
- Criminal Record
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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