Michael S. Maglio
Professional summary
Michael Steven Maglio is a registered financial advisor currently at CHARTER ADVISORY GROUP located in Bedminster, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 4 firms and has passed the Series 65 and Series 63 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Steven Maglio's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2021 - Present
CHARTER ADVISORY GROUP
Office #1: 90 Washington Valley Road, Bedminster, NJ 07921January 10, 2018 - December 31, 2020
CHARTER ADVISORY GROUP
August 5, 2016 - December 31, 2017
CHARTER ADVISORY GROUP
December 21, 2012 - June 16, 2014
MARINER WEALTH ADVISORS
November 13, 2012 - December 21, 2012
BRINTON EATON
July 6, 2004 - November 9, 2005
DELOITTE & TOUCHE INVESTMENT ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2021)
Exams
Current Firm
CHARTER ADVISORY GROUP
CRD#: 283795 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 25,500,000 |
Red Flags
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