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Michael Potolicchio

Kippsdesanto & Co.

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About Michael Potolicchio

Michael Potolicchio is a financial advisor with Kippsdesanto & Co. Michael has been in the industry since 2018. Michael is licensed to offer investment advice in Virginia. Michael holds the Series 63, Series 79 and SIE licenses. Michael was previously employed by Aronson Capital Advisors, LLC.

Firm Information

Michael Potolicchio is currently registered with Kippsdesanto & Co.. Kippsdesanto & Co. is a Corporation headquartered in Virginia. It was formed on December 31, 2007 and is approved to operate in 1 state.

Not reported

Assets Under Management

Not reported

Total Clients

23

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 Potolicchio’s Registration & Firm History

VA

03/19/2021 - Present

Kippsdesanto & Co. (McLean VA)

MD

11/06/2015 - 03/01/2018

ARONSON CAPITAL ADVISORS, LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 07/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Potolicchio.
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