MC
MC

Michael Chiolo

2 Years of Experience
Philadelphia, PA
Sells Insurance

Michael Chiolo is a registered investment advisor at Florida Financial Advisors, LLC, based in Philadelphia, PA, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location

1717 Arch Street, Suite 330, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors), a registered investment advisor, dedicating full-time hours to this role. He also engages in fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.

Employment History
Current Registrations
Florida Financial Advisors, LLC
November 2023 - Present · 2 yrs 8 mos
State Registrations2 states
FLPA
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.
Michael Chiolo - Financial Advisor | TrueAdvisor