Michael Antonacci (CRD# 6121933) is an Investment Advisor Representative working at Rialto Wealth Management in Syracuse, NY and has over 11 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rialto Wealth Management | Skaneateles, NY | Feb 2022 - Current | 2 |
| Rockbridge Investment Management, LLC | Syracuse, NY | Jul 2017 - Apr 2022 | 4 |
| The Ayco Company, L.p./mercer Allied | Saratoga Springs, NY | May 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- NY
-
Total Assets Under Management312MILLIONS
-
Total Number of Accounts607ACCOUNTS
-
Average Account Value$514,570
- 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
NY
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