Michael Piccoli (CRD# 5628378) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Tequesta, FL and has over 15 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodstock Wealth Management, Inc. | Tequesta, FL | Feb 2022 - Current | 2 |
| Guardian Life Insurance | West Palm Beach, FL | Apr 2019 - Current | 5 |
| Park Avenue Securities | West Palm Beach, FL | Apr 2019 - Current | 5 |
| Guardian | Ny, NY | Dec 2008 - Mar 2019 | 10 |
| Park Ave Securities | Ny, NY | Dec 2008 - Mar 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- FL
- RI
- TX
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts2,412ACCOUNTS
-
Average Account Value$211,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
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.