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Michael John Ambrogio

Alight Financial Advisors, LLC

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About Michael John Ambrogio

Michael Ambrogio is a financial advisor with Alight Financial Advisors, LLC, with a focus on providing financial planning and investment management services. Michael has been in the financial services industry for over 10 years. Michael is registered with the state of Nevada and North Carolina as an investment advisor representative. Michael holds Series 63, 65, 7 and SIE licenses.

Firm Information

Michael Ambrogio is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Set-up fees and related services

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Michael Ambrogio’s Registration & Firm History

NV

03/15/2022 - Present

Alight Financial Advisors, LLC (Carson City NV)

MD

04/23/2021 - 02/22/2022

TRIAD ADVISORS LLC (Rockville MD)

NV

06/24/2020 - 04/27/2021

VALIC FINANCIAL ADVISORS, INC. (LAS VEGAS NV)

NV

10/08/2019 - 02/20/2020

J.P. MORGAN SECURITIES LLC (Gardnerville NV)

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Licenses & Designations

IA

Issued 06/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2019

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

BC

Issued 09/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Ambrogio.
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