MD
CFP
MD
CFP

Michael Difillippo

4 Years of Experience
Boston, MA
1 DisclosureBroker

Michael Difillippo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boston, MA, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10 Post Office Square, Floor 8, Boston, MA, 02109

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History

Regulatory History (1)
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Criminal
November 2009
Final Disposition
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2021 - February 2026 · 4 yrs 10 mos
State Registrations1 state
MA
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.
Michael Difillippo - Financial Advisor | TrueAdvisor