Michael J. Masciorini

TICINO WEALTH

MISSION VIEJO, CA 92691

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CRD#: 1810458

Professional summary

Michael Joseph Masciorini is a registered financial advisor currently at TICINO WEALTH located in Mission Viejo, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

TICINO WEALTH, LLC; INV RELATED; MISSION VIEJO, CA; 100% OWNERSHIP; 11/2024; 200 HOURS PER MONTH; 200 HOURS DURING TRADING; FEE-ONLY RIA TO PROVIDE INVESTMENT MANAGEMENT AND ADVICE TO CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Masciorini'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

September 23, 2025 - Present

TICINO WEALTH

Office #1: 27201 Puerta Real Suite #410, Mission Viejo, CA 92691

RIA

CRD#: 335808

MISSION VIEJO, CA

Past

May 25, 2007 - September 29, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

IRVINE, CA

Past

May 25, 2007 - September 29, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

IRVINE, CA

Past

July 8, 1997 - June 11, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LAGUNA NIGUEL, CA

Past

July 31, 1993 - June 11, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LAGUNA NIGUEL, CA

Past

March 23, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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

California
(9/23/2025)

IAR

Texas
(10/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/6/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 4/25/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

Current Firm

TICINO WEALTH

TICINO WEALTH | TICINO WEALTH LLC

CRD#: 335808 / SEC#: 801-133742

RIA

Registered Investment Advisory firm - (6/23/2025 120-Day Approval)

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Contact information

Main Address

27201 Puerta Real Suite #410, Mission Viejo, CA 92691

Mailing Address

Phone number

(949) 427-8104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TICINO WEALTH FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (10/16/2025)

TICINO WEALTH FORM ADV PART 2A BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts	772
AUM (Assets Under Management)	$ 395,156,403

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael J. Masciorini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Masciorini's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/1992

Series 63

Date: 4/6/1988

SIE

Date: 10/1/2018

Series 3

Date: 4/25/1988

Series 7

Date: 3/19/1988

Current Firm

TICINO WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TICINO WEALTH

TRUST BUT VERIFY

Contact information

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