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MP

Michael P. Pietronico

MILLER TABAK ASSET MANAGEMENT
Matawan, NJ 07747
Some features on this profile are disabled
CRD#: 1668639
MP

Professional summary


Michael Patrick Pietronico, who also goes by Michael Pietronico, is a registered financial advisor currently at MILLER TABAK ASSET MANAGEMENT located in Matawan, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Pietronico

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Patrick Pietronico's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 28, 2025 - Present

MILLER TABAK ASSET MANAGEMENT

Office #1: 1000 Route 34 Suite 604, Matawan, NJ 07747
RIA
CRD#: 147381
Matawan, NJ
Past

June 30, 2008 - November 6, 2023

MILLER TABAK ASSET MANAGEMENT

RIA
CRD#: 147381
MATAWAN, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MT
MILLER TABAK ASSET MANAGEMENT
MILLER TABAK ASSET MANAGEMENT | MTAM, MILLER TABAK ASSET MANAGEMENT | MT ASSET MANAGEMENT, LLC

CRD#: 147381 / SEC#: 801-69239

RIA
Registered Investment Advisory firm - (6/23/2008 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(10/28/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/15/2008
Uniform Investment Adviser Law Examination

Current Firm


MT
MILLER TABAK ASSET MANAGEMENT
MILLER TABAK ASSET MANAGEMENT | MTAM, MILLER TABAK ASSET MANAGEMENT | MT ASSET MANAGEMENT, LLC

CRD#: 147381 / SEC#: 801-69239

RIA
Registered Investment Advisory firm - (6/23/2008 Approved)
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Contact information


Main Address
1000 Route 34 Suite 604, Matawan, NJ 07747
Mailing Address
Phone number
(212) 850-8103
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (48 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MILLER TABAK ASSET MANAGEMENT ADV BROCHURE (10/10/2025)

Regulatory assets under management


Total Number of Accounts1,128
AUM (Assets Under Management)$ 1,460,773,564

Red Flags


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.

Company Information


MILLER TABAK ASSET MANAGEMENT

CRD#: 147381Matawan, NJ 07747

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