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Michael Maglio

J.P. Morgan Securities LLC
7 Years of Experience
Pittsburgh, PA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Michael Maglio is a registered investment advisor at J.P. Morgan Securities LLC, based in Pittsburgh, PA, with 7 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 Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 Grant Street, Floor 10, Pittsburgh, PA, 15219

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History

Regulatory History (2)
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.
Regulatory
October 2023
Final
Regulatory
January 2014
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is involved with the Pittsburgh Symphony Orchestra as an employee/contractor, providing general oversight and strategic planning, dedicating minimal time. He also serves as a board member for the Pittsburgh Venture Capital Association, a not-for-profit, spending minimal time.

Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2023 - Present · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
PNC Investments
February 2014 - July 2015 · 1 yr 5 mos
PNC InvestmentsBroker
February 2014 - July 2015 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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