Michael Addessi is a CFP-designated registered investment advisor, based in Lutz, FL, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
16524 Pointe Village Drive Suite 200, Lutz, FL, 33558
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells fixed insurance under 'Addessi Financial Partners' and provides estate planning services. He also holds ownership positions in several entities, including Addessi Financial Partners, Inc., Northpointe Group, LLC, AFP Parent, LLC, and AFP Autos, LLC, and receives real estate referral commissions.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations26 states
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
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