Michael H. Agnello
AGNELLO FINANCIAL GROUP
West Palm Beach, FL 33401-4015
Some features on this profile are disabled
CRD#: 2025639
Professional summary
Michael Henry Agnello, CFP® is a registered financial advisor currently at AGNELLO FINANCIAL GROUP, INC. located in West Palm Beach, Florida and OSAIC WEALTH, 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 1990. Michael has worked at 5 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 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.
1. AGNELLO FINANCIAL GROUP, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/17/1988 ADDRESS: 712 North Olive Avenue, West Palm Beach FL 33401, United States DESCRIPTION: As chief investment officer and chief compliance officer, I oversee all investment advisory account activity in the firm. 2. UNIVERSAL REAL ESTATE SERVICES, INC, 712 N OLIVE AVE, WEST PALM BEACH, FL, INVESTMENT RELATED, LICENSED REAL ESTATE BROKER, 12/16/1991, REALTOR, 1 HOUR/MONTH, -0- HOURS DURING TRADING HOURS. 3. A&A INVESTMENTS, PO BOX 827, PALM BEACH, FL, INVESTMENT RELATED, MANAGER, MANAGES AND LEASES RESIDENTIAL AND COMMERCIAL PROPERTY, 1/1/1987, 50 HOURS/MONTH, 1/4 HOUR/DAY DURING TRADING HOURS. 4. AGNELLO FINANCIAL GROUP, INC, 712 N OLIVE AVE, WEST PALM BEACH, FL, INSURANCE, INVESTMENT RELATED, OWNER/AGENT, 5/17/1988, 15 HOURS/MONTH, 1 HOUR/DAY DURING TRADING HOURS. 5. SR 510, LLC POSITION: Managing Member NATURE: My wife and I co-own two properties and established the LLC which owns and operates these properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2023 ADDRESS: P.O. Box 827, Palm Beach FL 33480, United States DESCRIPTION: Residential property owner and operator. Two adjacent properties which include 1 rented home and 1 vacant lot. 6. THE BEACH CLUB POSITION: 1st Vice President and Board Member NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 04/23/2024 ADDRESS: 755 North County Road, Palm Beach FL 33480, United States DESCRIPTION: I have been a Board Member since 2012 and I was recently elected 1st Vice President which also means that I sit on the Executive Committee. 7. MICHAEL H. AGNELLO POSITION: Licensee NATURE: Individual insurance licensee INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 05/17/1988 ADDRESS: 712 North Olive Avenue, West Palm Beach FL 33401, United States DESCRIPTION: Insurance related sales and service.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Henry Agnello's 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®
CFP®
Start date: 1988
Experience
Current
December 4, 1992 - Present
AGNELLO FINANCIAL GROUP, INC.
Office #1: 712 North Olive Avenue, West Palm Beach, FL 33401-4015RIA
CRD#: 141522
West Palm Beach, FL
Current
November 3, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 712 North Olive Avenue, West Palm Beach, FL 33401-4015RIA
BD
CRD#: 23131
West Palm Beach, FL
Past
April 30, 1993 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
WEST PALM BEACH, FL
Past
July 15, 1992 - May 10, 1993
VISION INVESTMENT GROUP, INC.
BD
CRD#: 28135
Past
January 23, 1990 - August 24, 1990
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
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".
AF
AGNELLO FINANCIAL GROUP, INC.
AGNELLO FINANCIAL GROUP, INC.
CRD#: 141522 / SEC#: 801-109967
RIA
Registered Investment Advisory firm - (2/13/2017 Approved)Florida
Registered Investment Advisory firm - (3/16/2017 Terminated)Michigan
Registered Investment Advisory firm - (4/3/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/3/2023)
RR
California(11/3/2023)
RR
Colorado(11/3/2023)
RR
Connecticut(11/3/2023)
IAR
Florida(12/4/1992)
RR
Florida(11/3/2023)
RR
Georgia(11/3/2023)
RR
Hawaii(11/3/2023)
RR
Illinois(11/3/2023)
RR
Maryland(11/3/2023)
RR
Massachusetts(11/3/2023)
RR
Michigan(11/3/2023)
RR
Minnesota(11/3/2023)
RR
Nevada(11/3/2023)
RR
New Jersey(11/3/2023)
RR
New York(11/3/2023)
RR
North Carolina(11/3/2023)
RR
Oregon(11/3/2023)
RR
South Carolina(11/3/2023)
IAR
Texas(3/1/2017)
RR
Texas(11/3/2023)
RR
Virginia(11/3/2023)
RR
Washington(11/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AF
AGNELLO FINANCIAL GROUP, INC.
AGNELLO FINANCIAL GROUP, INC.
CRD#: 141522 / SEC#: 801-109967
RIA
Registered Investment Advisory firm - (2/13/2017 Approved)Florida
Registered Investment Advisory firm - (3/16/2017 Terminated)Michigan
Registered Investment Advisory firm - (4/3/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
712 North Olive Avenue, West Palm Beach, FL 33401-4015
Mailing Address
Phone number
(561) 833-7080
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 464 |
| AUM (Assets Under Management) | $ 328,660,652 |
Red Flags
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