Michael Mongiello
Michael Mongiello is a registered investment advisor at Old Bridge Wealth, INC, based in Syosset, NY, 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 Investment Management. Their firm serves 253 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
333 Jackson Ave, Ste 5, Syosset, NY, 11791
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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 involved in several business activities, including Old Bridge Wealth (financial/advisory), SCF Investment Advisors (investment advisor rep), Elk Street Management (personal real estate), MHM Transport LLC (defunct), Anvil Mechanical, Inc. (mechanical contracting), tax preparation, Forest Holdings Group, LLC (real estate), and MM MH Portfolio LLC (rental properties). Michael is also a self-employed insurance agent selling fixed life, health, and LTC insurance.
Employment History
Current Registrations
Old Bridge Wealth, INC
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
United Advisors
Securities America, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.