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Michael Peter Cannizzaro

Alight Financial Advisors, LLC

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About Michael Peter Cannizzaro

Michael Cannizzaro is a financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner™ professional and holds a variety of licenses and certifications, including Series 6, 7, 10, 24, 63, and 66. Michael is currently registered with Alight Financial Advisors, LLC, and has previously held positions with Morgan Stanley, E*TRADE Securities LLC, MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Michael provides financial planning and portfolio management services to individuals.

Firm Information

Michael Cannizzaro 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 Cannizzaro’s Registration & Firm History

FL

01/18/2024 - Present

Alight Financial Advisors, LLC (Naples FL)

FL

09/09/2021 - 08/11/2023

MORGAN STANLEY (Naples FL)

FL

09/11/2020 - 08/11/2023

E*TRADE SECURITIES LLC (Naples FL)

NJ

01/13/2014 - 11/06/2019

E*TRADE SECURITIES LLC (Jersey City NJ)

NJ

10/14/2008 - 01/02/2014

METLIFE SECURITIES INC. (MORRISTOWN NJ)

NJ

07/20/2005 - 10/16/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

01/02/2001 - 07/08/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CT

08/27/1997 - 11/27/2000

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 08/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/09/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Peter Cannizzaro.
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