Michael Bertelletti (CRD# 6351975) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services, Inc. | Staten Island, NY | Jun 2020 - Current | 3 |
Avantax Advisory Services | Staten Island, NY | Jun 2020 - Current | 3 |
John J. Vento Cpa, P.c. | Staten Island, NY | Jun 2020 - Current | 3 |
Rogers Surveying | Staten Island, NY | Feb 2020 - Current | 4 |
Four Seasons Realty | Brooklym, NY | Mar 2018 - Current | 6 |
Neuberger Berman | New York, NY | Mar 2017 - Feb 2020 | 2 |
Jp Morgan Securities LLC | New York, NY | Feb 2016 - Mar 2017 | 1 |
Jp Morgan Chase Bank | New York, NY | Feb 2016 - Mar 2017 | 1 |
Legend Securities, Inc. | New York, NY | Jun 2015 - Mar 2016 | < 1 |
Quinnipac University | Hamden, CT | Aug 2011 - May 2015 | 3 |
Bank Of America | New York, NY | Jun 2014 - Aug 2014 | < 1 |
Merril Lynch Wealth Management | New York, NY | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2016 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- NY
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.