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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Merluzzi is an investment advisor representative with Fisher Investments. Michael has been registered with the Securities and Exchange Commission since 2022. Michael holds the Series 65 license. Michael is based in TAMPA, FL and is licensed in Florida and Texas. The firm manages more than $1 billion in assets and is an industry leader in providing investment advice to individuals, families, corporations, and institutions. The firm specializes in portfolio management and financial planning.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
05/19/2022 - Present
Fisher Investments (TAMPA FL)
IA
Issued 05/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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