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Michael John Dechiario

CFP®
Private Wealth Financial Advisor
RADNOR, PA
·CRD# 2786366·30 years experience

Professional Summary

Michael John Dechiario, CFP®, who also goes by Michael J Dechiario, was a registered financial advisor. Michael was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$1M–$5M

Account Minimum

100–250

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Financial Planning
  • Estate & Legacy Planning
  • Retirement Planning

Other Aliases

Michael J Dechiario

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

30 years in the financial services industry

Current & Past Employments

Unknown Firm·
150 N. Radnor Chester Rd Suite A 100, Radnor, PA 19087
October 5, 2026 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Radnor, PA
September 9, 2016 - October 14, 2026
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Radnor, PA
September 9, 2016 - October 14, 2026
MORGAN STANLEY·CRD# 149777
RIA
Philadelphia, PA
June 1, 2009 - September 19, 2016
MORGAN STANLEY·CRD# 149777
BD
Philadelphia, PA
June 1, 2009 - September 19, 2016
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
Philadelphia, PA
November 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Philadelphia, PA
November 2, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Philadelphia, PA
May 25, 2000 - July 29, 2005
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Philadelphia, PA
May 12, 2000 - November 15, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
October 8, 1996 - May 10, 2000

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Current Firm

No current employment

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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.

SNAPSLIDE FEEDER FUND, LLC; NON INV RELATED; PHILADELPHIA, PA; 25% OWNER; HOLD INVESTMENT IN MEDICAL PACKAGING PRODUCT COMPANY; START: 7/1/17; 0 HR/MO; 0 DURING TRADING. SNAPSLIDE, LLC; NON INV RELATED; PHILADELPHIA, PA; 1% OWNER; MEDICAL PACKAGING PRODUCT COMPANY; START: 7/1/17; 0 HR/MO; 0 DURING TRADING.

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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.
IAR
Pennsylvania
(10/5/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Oct 2001About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Oct 1996About the Series 7 exam

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CRS (Client Relationship Summary)

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

Services Offered by Michael

  • Financial Planning
  • Estate & Legacy Planning
  • Retirement Planning

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