Michael Steven 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CHARTER ADVISORY GROUP | CHARTER CAPITAL ADVISORS LLC
Contact Information
Main Address
90 Washington Valley Road, Bedminster, NJ 07921Phone Number
(908) 325-1707# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
5AUM (Assets Under Management)
$25,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Steven Maglio's CRS (Customer Relationship Summary).
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