Michael Cologero, financial advisor Westwood NJ
93 score

Michael Cologero

CRD Number: 1274378
Current Firm: Invest Financial Corporation

Michael Cologero (CRD# 1274378) is an Investment Advisor Representative working at Invest Financial Corporation in Westwood, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Westwood, NJ Mar 2014 - Current 2
Wells Fargo Advisors, LLC Summit, NJ Nov 2012 - Mar 2014 1
Unemployed Hillsdale, NJ Oct 2012 - Nov 2012 < 1
Rosehill Fund LLC Rye, NY Jan 2011 - Oct 2012 1
Ota LLC Purchase, NY Oct 1990 - Jan 2011 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Michael F. Cologero
Phone Number: (813) 880-5300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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