MD
MD
Michael Dellaporta
22 Years of Experience
Boca Raton, FL
4 DisclosuresBrokerSells Insurance
Michael Dellaporta is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (4)
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.
Judgment / Lien
February 2020Judgment / Lien
January 2019Employment Separation After Allegations
June 2015Customer Dispute
July 2013Settled
Other Business ActivitiesSells Insurance
Michael works as an insurance agent selling insurance. The filing does not specify the time commitment.
Employment History
Current Registrations
Nfsg Corporation
July 2019 - Present · 6 yrs 10 mos
Newbridge Securities CorporationBroker
July 2019 - Present · 6 yrs 10 mos
Newbridge Securities Corporation
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
B.B. Graham & Company, INC.
August 2018 - July 2019 · 11 mos
B.B. Graham & Company, INC.Broker
August 2018 - July 2019 · 11 mos
Fusion Analytics Investment Partners LLC
August 2017 - August 2018 · 1 yr
Fusion Analytics Securities LLCBroker
August 2015 - August 2018 · 3 yrs
Ameriprise Financial Services, INC.
September 2010 - July 2015 · 4 yrs 10 mos
Ameriprise Financial Services, INC.Broker
September 2010 - July 2015 · 4 yrs 10 mos
Oppenheimer & CO. INC.
January 2005 - September 2010 · 5 yrs 8 mos
Oppenheimer & CO. INC.Broker
January 2005 - September 2010 · 5 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - January 2005 · 1 yr 6 mos
Wachovia Securities, LLC
July 2003 - January 2005 · 1 yr 6 mos
Prudential Securities Incorporated
June 2003 - July 2003 · 1 mo
Prudential Securities IncorporatedBroker
May 2003 - July 2003 · 2 mos
State Registrations6 states
CAFLGANYTXWA
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.