Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Disilvio is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with several other firms including Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Michael is a Registered Principal and has held various licenses and certifications, including Series 7, 9, 10, 24, 63, and 65. Michael provides a range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. Michael is also an owner and president of Di Silvio Wealth Management (DWG) and is involved with Ten55WMG LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
04/27/2020 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
01/01/2008 - 05/12/2020
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
08/25/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)
NA
05/07/1985 - 09/09/1986
LAIDLAW ADAMS & PECK INC.
NA
05/03/1979 - 05/17/1985
ROONEY, PACE INC.
NA
08/02/1978 - 05/14/1979
FITTIN, CUNNINGHAM & LAUZON, INC.
NA
07/26/1977 - 08/23/1978
FIRST JERSEY SECURITIES, INC.
IA
Issued 03/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/1983
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/1983
Series 24 - General Securities Principal Examination
BC
Issued 06/19/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1983
Series 5 - Interest Rate Options Examination
BC
Issued 07/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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