MP
MP
Michael Picardi
2 Years of Experience
New York City, NY
1 Disclosure
Michael Picardi is a registered investment advisor at Freedom Investments, CORP., based in New York City, NY, with 2 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.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- General Consulting Services: Up to $2,000 per hour, depending on the scope and complexity.
- Specialized Services (Portfolio Review, Delegated CPO, Advisor Selection): Up to $4,000 per hour, depending on scope, complexity, and research requirements.
Hourly Rate:Up to $4,000/hr
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Location
New York City, NY
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Regulatory History (1)
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Criminal
August 2018Final Disposition
Employment History
Current Registrations
Freedom Investments, CORP.
July 2025 - Present · 10 mos
Previous Registrations
Dalmore Group LLCBroker
September 2023 - April 2024 · 7 mos
Sanford C. Bernstein & CO., LLCBroker
March 2022 - February 2023 · 11 mos
State Registrations1 state
NY
Advisor
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.