Massimiliano Mirarchi, financial advisor Morristown NJ

Massimiliano Mirarchi

CRD Number: 7113510
Current Firm: The Ayco Company, LP

Massimiliano Mirarchi (CRD# 7113510) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 5 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Morristown NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Morristown NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Morristown NJ
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Company Name Location Dates Years
Goldman Sachs & Company LLC New York, NY Jan 2021 - Current 3
The Ayco Company, L.p./mercer Allied Parsippany, NJ Apr 2019 - Jan 2021 1
Unemployed New York, NY Jan 2019 - Mar 2019 < 1
Fordham University New York, NY Oct 2017 - Dec 2018 1
Fordham Law School New York, NY Sep 2017 - Dec 2018 1
Unicredit Bank/star Solutions Rpo New York, NY Apr 2018 - Nov 2018 < 1
Unemployed Hacienda Heights, CA Jun 2017 - Aug 2017 < 1
Whittier College Whittier, CA Jan 2015 - May 2017 2
Unemployed Rome, Aug 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Massimiliano Mirarchi
Phone Number: 518-886-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    25,870
    MILLIONS
  • Total Number of Accounts
    46,004
    ACCOUNTS
  • Average Account Value
    $562,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.