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Michael Angelo Dispirito

Osaic Wealth, Inc.

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About Michael Angelo Dispirito

Michael Angelo Dispirito is a financial advisor with over 25 years of experience in the financial services industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 1997 and has held various positions at several firms including HSBC Securities (USA) Inc., Capital One Investing, LLC, and Woodbury Financial Services, Inc. Michael is currently a partner at Osaic Wealth, Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Michael Dispirito is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Dispirito’s Registration & Firm History

NY

01/19/2024 - Present

Osaic Wealth, Inc. (Manhasset NY)

NY

07/11/2018 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (Manhasset NY)

NY

05/13/2015 - 07/11/2018

CAPITAL ONE INVESTING, LLC (GREAT NECK NY)

NY

02/25/2014 - 05/13/2015

HSBC SECURITIES (USA) INC. (JERICHO NY)

MA

11/08/2007 - 11/07/2013

METLIFE INVESTORS DISTRIBUTION COMPANY (PLYMOUTH MA)

NY

05/29/2007 - 08/20/2007

CITIGROUP GLOBAL MARKETS INC. (UNIONDALE NY)

NY

08/02/2001 - 05/29/2007

CITICORP INVESTMENT SERVICES (UNIONDALE NY)

MN

07/31/1997 - 08/13/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/31/1997 - 08/13/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Michael Angelo Dispirito. Review regulatory record here.
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