Michel S. Tenaglia

VIMA

Some features on this profile are disabled

CRD#: 3167231

Professional summary

Michel Stefano Tenaglia, CFP® is a registered financial advisor currently at VIMA, LLC .

Michel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michel has worked at 5 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Michel Stefano Tenaglia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

July 18, 2011 - Present

VIMA, LLC

RIA

CRD#: 148833

Past

April 6, 2009 - July 28, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

LEONARD, MI

Past

February 27, 2009 - July 28, 2011

LPL FINANCIAL LLC

CRD#: 6413

LEONARD, MI

Past

April 2, 2007 - March 20, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BIRMINGHAM, MI

Past

April 2, 2007 - March 20, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BIRMINGHAM, MI

Past

August 9, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BIRMINGHAM, MI

Past

December 5, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BIRMINGHAM, MI

Past

February 8, 1999 - November 26, 2001

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/21/2011)

IAR

Michigan
(7/19/2011)

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

State Security Law Exam

IAR

Series 65

Date: 1/31/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 2/11/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/15/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/5/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

46 East Square Lake Rd., Troy, MI 48085

Mailing Address

Phone number

(248) 526-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIMA- NARRATIVE VERSION OF ADV PART 2A & 2B (8/14/2025)

Regulatory assets under management

Total Number of Accounts	897
AUM (Assets Under Management)	$ 150,242,478

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michel S. Tenaglia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michel Stefano Tenaglia's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

VIMA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2002

Series 63

Date: 2/8/1999

Series 31

Date: 2/11/2002

Series 7

Date: 1/15/2002

Series 6

Date: 2/5/1999

Current Firm

VIMA, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIMA, LLC

TRUST BUT VERIFY

Similar Advisors