MK
MK

Michael Kirtio

33 Years of Experience
Poughkeepsie, NY
Broker

Michael Kirtio is a registered investment advisor at Wells Fargo Advisors, based in Poughkeepsie, NY, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

2649 South Rd, Ste 107, Poughkeepsie, NY, 12601

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History

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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Employment History
Current Registrations
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2016 - July 2022 · 6 yrs
Wells Fargo Clearing Services, LLCBroker
June 2007 - July 2022 · 15 yrs 1 mo
Citigroup Global Markets INC.Broker
March 1997 - July 2007 · 10 yrs 4 mos
M&t Securities, INC.Broker
June 1996 - March 1997 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1992 - May 1996 · 4 yrs 1 mo
State Registrations19 states
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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.
Michael Kirtio - Financial Advisor | TrueAdvisor