Michael Volo is a registered investment advisor, based in Boston, MA, with 34 years of industry experience.
Location
One Liberty Square 13th Floor, Boston, MA, 02109
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Regulatory History
Clean regulatory record
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.
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Michael is a part owner of Three One Five Stable LLC, a racehorse stable, dedicating minimal time. He is also a board member of Bottom Line, a non-profit supporting college students, spending minimal time.
Employment History
Current Registrations
Capfinancial Securities, LLC.
June 2021 - Present · 4 yrs 11 mos
Capfinancial Securities, LLC.Broker
June 2021 - Present · 4 yrs 11 mos
Captrust
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cammack Retirement Group
October 2011 - May 2021 · 9 yrs 7 mos
Cammack Larhette Brokerage, INC.Broker
February 2011 - July 2021 · 10 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2008 - February 2011 · 3 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
January 2006 - January 2008 · 2 yrs
Scudder Distributors, INC.Broker
October 2001 - September 2005 · 3 yrs 11 mos
Scudder Investor Services, INC.Broker
March 1999 - October 2001 · 2 yrs 7 mos
Transamerica Securities Sales CorporationBroker
May 1996 - July 1998 · 2 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 1990 - February 1996 · 5 yrs 4 mos
State Registrations4 states
FLMANYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.