Unclaimed
Michael D'addario is a Registered Investment Advisor with Cadinha & Co. LLC. Michael is a seasoned financial professional with over 20 years of experience in the industry. Michael has held previous roles at Goldman Sachs & Co. LLC, Citadel Securities LLC, Banc of America Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Michael is a member of the Series 3, 7, 63 and 65 licensing exams. Michael is currently licensed in Hawaii. Michael specializes in portfolio management for individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
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HI
03/01/2022 - Present
Cadinha & Co. LLC (HONOLULU HI)
NY
04/18/2011 - 06/22/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
07/02/2009 - 11/10/2010
CITADEL SECURITIES LLC (NEW YORK NY)
NY
01/26/2009 - 05/12/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/22/1997 - 01/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1997
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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