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Michael Joseph Vietri

CRD# 1068983·Registered 1982 - 2026
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael Joseph Vietri was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1982 - 2026. Michael had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

SAYBRUS EQUITY SERVICES, LLC·CRD# 153319
BD
Hartford, CT
September 23, 2021 - July 22, 2026
INNOVATION PARTNERS LLC·CRD# 146344
BD
Charlotte, NC
January 2, 2018 - September 29, 2021
OSAIC SERVICES, INC.·CRD# 133763
BD
Oakbrook Terrace, IL
November 26, 2013 - July 21, 2016
NEW ENGLAND SECURITIES·CRD# 615
BD
Aurora, IL
April 17, 2008 - March 30, 2012
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
Aurora, IL
November 3, 1982 - July 9, 2007
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Aurora, IL
November 3, 1982 - March 30, 2012

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Current Firm

SE
SAYBRUS EQUITY SERVICES, LLC

SAYBRUS EQUITY SERVICES, INC | SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319 / SEC#: 8-68521
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

One American Row, Hartford, CT 06102-5056

Mailing Address

P.o. Box 5056, Hartford, CT 06102-5056

Phone Number

(860) 403-3100

Established

Delaware since 10/01/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SAYBRUS HOLDINGS, LLCPARENT COMPANY—
ALI, AZIZVICE PRESIDENT / INTRNAL DIRECTOR5030560
CASSIDY, EDWARD WILLIAM JREXEC. VP / INTERNAL DIRECTOR1606787
COSTENBADER, WALTER RUSSELLFINOP1828345
HALPERIN, JEFFREY PAULINTERNAL DIRECTOR2899327
LOWE, MOIRA CRONANPRESIDENT / CEO / INTERNAL DIRECTOR4076427
MOORE, GIDEON CLOYESCHIEF LEGAL OFFICER7011735
SADOWSKI, ADAM MARKASSISTANT VICE PRESIDENT4578505
SIINO, KATHERINE MARYAVP & CHIEF COMPLIANCE OFFICER1666402
TOMKO, CHRISTINECFO, PFO, POO6989991

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1982About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed May 2007About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Oct 1990About the Series 26 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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