Michael Spina (CRD# 7576319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roselle, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Roselle, NJ | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roselle, NY | Jul 2023 - Current | < 1 |
| Unemployed | Wall, NJ | May 2023 - Jul 2023 | < 1 |
| Seton Hall | South Orange, NJ | Jan 2023 - May 2023 | < 1 |
| Kiddie Soccer | Oradell, NJ | Sep 2022 - Dec 2022 | < 1 |
| Seton Hall | South Orange, NJ | Aug 2022 - Dec 2022 | < 1 |
| Merrill Lynch And Bank Of America | Princeton, NJ | Jun 2022 - Aug 2022 | < 1 |
| Unemployed | Wall, NJ | May 2022 - Jun 2022 | < 1 |
| Seton Hall | South Orange, NJ | Jan 2022 - May 2022 | < 1 |
| Seton Hall | South Orange, NJ | Aug 2021 - Dec 2021 | < 1 |
| Allaire Country Day | Wall, NJ | Jul 2021 - Aug 2021 | < 1 |
| Aqua-land Pools | Manasquan, NJ | May 2021 - Jul 2021 | < 1 |
| Seton Hall | South Orange, NJ | Jan 2021 - May 2021 | < 1 |
| Seton Hall | South Orange, NJ | Aug 2020 - Dec 2020 | < 1 |
| Unemployed | Wall, NJ | May 2020 - Aug 2020 | < 1 |
| Seton Hall | South Orange, NJ | Jan 2020 - May 2020 | < 1 |
| Seton Hall | South Orange, NJ | Aug 2019 - Dec 2019 | < 1 |
| Allaire Country Day | Wall, NJ | Jun 2019 - Aug 2019 | < 1 |
| Wall High School | Wall, NJ | Sep 2018 - Jun 2019 | < 1 |
| Allaire Country Day | Wall, NJ | Jun 2018 - Aug 2018 | < 1 |
| Wall High School | Wall, NJ | Sep 2017 - Jun 2018 | < 1 |
| Allaire Country Day | Wall, NJ | Jun 2017 - Aug 2017 | < 1 |
| Wall High School | Wall, NJ | Sep 2016 - Jun 2017 | < 1 |
| Allaire Country Day | Wall, NJ | Jun 2016 - Aug 2016 | < 1 |
| Wall High School | Wall, NJ | Sep 2015 - Jun 2016 | < 1 |
| Unemployed | Wall, NJ | Jun 2015 - Aug 2015 | < 1 |
| Wall Intermediate School | Wall, NJ | Sep 2014 - Jun 2015 | < 1 |
| Unemployed | Wall, NJ | Jun 2014 - Aug 2014 | < 1 |
| Wall Intermediate School | Wall, NJ | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NJ
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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