Michael John Aiena
ChFC®, CLU®Professional Summary
Michael John Aiena, ChFC®, CLU® is a registered financial advisor currently at DAVINCI CAPITAL MANAGEMENT, INC. located in Cambridge, Massachusetts. Michael is registered as a RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 3 firms and has passed the Series 63, SIE and Series 6 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
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DAVINCI CAPITAL MANAGEMENT INC. | DAVINCI CAPITAL MANAGEMENT, INC.
Contact Information
Main Address
801 Cambridge St., Cambridge, MA 02141Mailing Address
801 Cambridge St., Cambridge, MA 02141Phone Number
(617) 354-3222Established
Delaware since 12/15/1998Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
4FINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
102AUM (Assets Under Management)
$60,295,000Disclosures
Regulatory Event
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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
(1/14/2008)
(1/14/2008)
(2/10/2012)
(1/14/2008)
(1/14/2008)
(1/14/2008)
(4/7/2008)
(1/14/2008)
(9/29/2016)
(6/3/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1995About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael John Aiena's CRS (Customer Relationship Summary).
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