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Michael J Dittamo

Mission Wealth Management, LP

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About Michael J Dittamo

Michael Dittamo is a Registered Investment Advisor (RIA) with Mission Wealth Management, LP in Santa Barbara, CA. Michael joined Mission Wealth in September 2023, bringing a wealth of experience in the financial services industry. Previously, Michael was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PLANMEMBER SECURITIES CORPORATION in the area. Michael is a licensed Investment Advisor Representative (IAR) in California.

Firm Information

Michael Dittamo is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

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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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.

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family wealth management

Family wealth management

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 Dittamo’s Registration & Firm History

CA

09/07/2023 - Present

Mission Wealth Management, LP (SANTA BARBARA CA)

CA

01/05/2023 - 08/24/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)

CA

05/02/2019 - 11/28/2022

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

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Licenses & Designations

BOTH

Issued 03/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/02/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael J Dittamo.
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