Antonio E. Morello

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CRD#: 2370735

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Antonio Emilio Morello was a registered financial professional .

Antonio is a previously registered financial professional and started their career in finance in 1993. Antonio had worked at 10 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 5, 2015 - June 20, 2016

MFA WEALTH ADVISORS, LLC

RIA

CRD#: 171984

PITTSBURGH, PA

Past

August 29, 2013 - April 27, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

June 18, 2008 - October 24, 2011

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

July 21, 2004 - February 2, 2006

SNOW CAPITAL MANAGEMENT, L.P.

RIA

CRD#: 106516

SEWICKLEY, PA

Past

October 5, 2000 - September 10, 2004

NEWEDGE SECURITIES, LLC

CRD#: 10674

PITTSBURGH, PA

Past

November 11, 1998 - August 24, 2000

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

June 1, 1998 - July 13, 1998

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

September 4, 1996 - January 30, 1998

MARSH & MCLENNAN SECURITIES CORPORATION

CRD#: 556

NEW YORK, NY

Past

December 4, 1995 - June 20, 1996

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

August 13, 1993 - March 28, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

MFA WEALTH ADVISORS, LLC

BERGADON CAPITAL MANAGEMENT, LLC | MFA WEALTH ADVISORS, LLC | MFA WEALTH | MCMAHON FINANCIAL ADVISORS, LLC

CRD#: 171984 / SEC#: 801-79952

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

SIE

Date: 4/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/10/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MFA WEALTH ADVISORS, LLC

BERGADON CAPITAL MANAGEMENT, LLC | MFA WEALTH ADVISORS, LLC | MFA WEALTH | MCMAHON FINANCIAL ADVISORS, LLC

CRD#: 171984 / SEC#: 801-79952

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

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Contact information

Main Address

650 Washington Road Suite 8000, Pittsburgh, PA 15228

Mailing Address

Phone number

(412) 343-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFA WEALTH PART 2A WRAP FEE BROCHURE (4/18/2025)

MFA WEALTH PART 2A BROCHURE (4/18/2025)

Regulatory assets under management

Total Number of Accounts	2,045
AUM (Assets Under Management)	$ 529,052,412

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/07/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Antonio E. Morello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

SNOW CAPITAL MANAGEMENT, L.P.

NEWEDGE SECURITIES, LLC

FUNDS DISTRIBUTOR, LLC

ADP BROKER-DEALER, INC.

MARSH & MCLENNAN SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MFA WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 4/27/2015

Series 6

Date: 8/10/1993

Current Firm

MFA WEALTH ADVISORS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MFA WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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