Michael Bencivengo
Michael Bencivengo is a registered investment advisor at Osaic Wealth, INC., based in North Haven, CT, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
110 Washington Avenue, 3rd Floor, Suite A, North Haven, CT, 06473
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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 is an insurance agent since 2010, offering accident/health, disability, fixed annuities, and traditional life insurance products. He spends a few hours per week on these activities, with minimal time during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Essex National Securities, INC.
Essex National Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.