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Michael Joseph Iannelli

Lincoln International LLC

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About Michael Joseph Iannelli

Michael Joseph Iannelli is a financial advisor with Lincoln International LLC. Michael has been in the financial services industry since 2003. He is a registered representative with FINRA and holds Series 7, 24, 63, 79TO, and SIE licenses. He has held previous roles at William Blair & Company L.L.C. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael Iannelli is registered in California, Illinois, New York, and Texas.

Firm Information

Michael Iannelli is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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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Michael Iannelli’s Registration & Firm History

IL

01/06/2009 - Present

Lincoln International LLC (CHICAGO IL)

IL

07/16/1996 - 04/21/1999

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

NY

09/26/1989 - 06/26/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Iannelli.
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