Michael Riccardi is a CFP-designated registered investment advisor, based in Garden City, NY, with 7 years of industry experience.
Location
377 Oak Street, Suite 403, Garden City, NY, 11530
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Regulatory History
Clean regulatory record
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 a financial advisor at United Financial Group, Ltd. since 2009, where he sells insurance. This activity requires a few hours per week.
Employment History
Previous Registrations
United Asset Strategies INC.
November 2018 - December 2025 · 7 yrs 1 mo
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.