Michael J. Petrizzi
Professional summary
Michael Joseph Petrizzi, CFP® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lake Worth, Florida and TRUIST INVESTMENT SERVICES, INC. located in West Palm Beach, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Petrizzi's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9945 Lake Worth Rd, Lake Worth, FL 33467January 10, 2006 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1870 Forest Hill Blvd, West Palm Beach, FL 33406Office #2: 1834 West Hillsboro Blvd, Deerfield Beach, FL 33442Office #3: 9945 Lake Worth Rd, Lake Worth, FL 33467Office #4: 9951 Okeechobee Blvd, West Palm Beach, FL 33411Office #5: 12870 Forest Hill Blvd, West Palm Beach, FL 33414Office #6: 6702 Forest Hill Blvd, Greenacres, FL 33413Office #7: 9879 S Military Trl, Boynton Beach, FL 33436Office #8: 1725 S Federal Hwy, Boynton Beach, FL 33435Office #9: 9885 W Glades Rd, Boca Raton, FL 33434January 11, 2006 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
October 29, 2004 - January 11, 2006
CITIGROUP GLOBAL MARKETS INC.
October 27, 2004 - January 11, 2006
CITIGROUP GLOBAL MARKETS INC.
October 1, 2003 - October 5, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 19, 2003 - October 5, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 15, 2003 - May 13, 2003
R.M. STARK & CO., INC.
April 3, 2003 - April 9, 2003
SYNDICATED CAPITAL, INC.
March 18, 1998 - May 7, 2001
FSC SECURITIES CORPORATION
March 25, 1997 - March 18, 1998
CRISPIN KOEHLER SECURITIES
January 9, 1995 - April 1, 1997
BARRON CHASE SECURITIES, INC.
January 21, 1993 - March 8, 1995
FAIRCHILD FINANCIAL GROUP, INC.
July 9, 1992 - January 26, 1993
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 25, 1988 - July 13, 1992
J. W. GANT & ASSOCIATES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/19/2020)
(9/8/2025)
(10/9/2012)
(8/17/2006)
(6/24/2020)
(6/22/2020)
(1/10/2006)
(9/9/2016)
(11/13/2006)
(7/27/2023)
(8/28/2023)
(1/2/2021)
(6/3/2019)
(11/10/2021)
(2/7/2025)
(3/7/2019)
(6/27/2025)
(10/20/2017)
(8/29/2023)
(7/29/2019)
(10/7/2015)
(9/10/2024)
(5/12/2016)
(4/17/2020)
(6/20/2016)
(1/9/2015)
(2/17/2012)
(7/14/2021)
(7/14/2020)
(10/18/2024)
(11/5/2024)
(6/3/2019)
(9/18/2023)
(1/31/2017)
(6/6/2019)
(12/20/2023)
(6/3/2019)
(4/26/2021)
(1/12/2024)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
