Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A Porricelli is a financial professional with experience in the industry. Michael is currently registered with Kovitz Investment Group Partners, LLC in Greenwich, CT. Michael has worked with other firms including Amerprise Financial Services, Inc. and QUASAR DISTRIBUTORS, LLC. Michael has passed Series 66, Series 7TO and SIE exams. Michael specializes in providing financial planning and investment management services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CT
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Greenwich CT)
CT
04/26/2021 - 09/01/2021
QUASAR DISTRIBUTORS, LLC (Greenwich CT)
CT
03/18/2019 - 05/15/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Greenwich CT)
BOTH
Issued 06/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Michael Porricelli is the right advisor for you? Invested Better is here to help.
