MP
MP

Michael Piccolo

30 Years of Experience
Paramus, NJ
1 DisclosureBroker

Michael Piccolo is a registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 30 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

461 From Road, Suite 101, Paramus, NJ, 07652

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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
October 2019
Settled
Employment History
Current Registrations
Wells Fargo Advisors
December 2020 - Present · 5 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Morgan Stanley
May 2011 - December 2020 · 9 yrs 7 mos
Morgan StanleyBroker
May 2011 - December 2020 · 9 yrs 7 mos
Wells Fargo Advisors, LLC
November 2006 - May 2011 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2006 - May 2011 · 4 yrs 9 mos
Bny Investment Center INC.Broker
October 1999 - August 2006 · 6 yrs 10 mos
Essex National Securities, INC.Broker
February 1997 - January 2000 · 2 yrs 11 mos
Metlife Securities INC.Broker
October 1995 - February 1997 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
October 1995 - February 1997 · 1 yr 4 mos
State Registrations23 states
ALAZCACOCTDCFLGAILMAMDMIMNNCNHNJNVNYORPASCTXWI
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.
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