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Michael Henry Mongiello

SCF Investment Advisors, Inc.

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About Michael Henry Mongiello

Michael Mongiello is a registered investment advisor representative with SCF Investment Advisors, Inc. and Old Bridge Wealth, Inc. Michael has been working in the financial services industry since 2003 and is registered in multiple states including Connecticut, Florida, New York, and Pennsylvania. Michael specializes in providing financial planning and investment advice to individuals, businesses, corporations, and charitable organizations.

Firm Information

Michael Mongiello is currently registered with SCF Investment Advisors, Inc.. SCF Investment Advisors, Inc. is an investment advisor headquartered in SAN DIEGO, CA, United States. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer selection of other advisors and have approximately 2,554,158,376 in regulatory assets under management.
SCF Investment Advisors, Inc.

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$2.55B

Assets Under Management

3,491

Total Clients

109

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 Mongiello’s Registration & Firm History

CA

06/22/2021 - Present

SCF Investment Advisors, Inc. (SAN DIEGO CA)

NY

11/21/2012 - 04/13/2018

SECURITIES AMERICA, INC. (NEW ROCHELLE NY)

NY

12/10/2004 - 11/20/2012

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

NY

05/02/2003 - 12/16/2004

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Henry Mongiello.
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