MC
MC

Michael Cifelli

42 Years of Experience
Wikdwood Crest, NJ
1 DisclosureBroker

Michael Cifelli is a registered investment advisor at Wells Fargo Advisors, based in Wikdwood Crest, NJ, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Wikdwood Crest, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2005
Settled
Other Business Activities

Michael owns rental property in Wildwood, NJ since January 2024, requiring minimal time. He also owns Cifelli Asset Management LLC since January 2024, dedicating about 35-50 hours per month to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
January 2024 - Present · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2012 - January 2024 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLC
February 2012 - January 2024 · 11 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2003 - April 2007 · 4 yrs 3 mos
Morgan Stanley
January 2003 - April 2007 · 4 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
December 2002 - January 2003 · 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
April 1998 - December 2002 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - December 2002 · 18 yrs 6 mos
State Registrations17 states
ALAZDEFLGAIAMDNCNJNMNYOHPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.