Michael C. Licosati

PACIFIC POINT ADVISORS

RANCHO SANTA FE, CA 92067

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CRD#: 3253972

Professional summary

Michael Cosimo Licosati, who also goes by Michael Licosati, is a registered financial advisor currently at PACIFIC POINT ADVISORS, LLC located in Rancho Santa Fe, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Licosati

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.

Mr. Licosati also has an ownership interest in Axxcess Wealth Management, LLC (the "Platform Manager") via a passive investment vehicle. Though Mr. Licosati holds a minority ownership stake in the Platform Manager, Mr. Licosati has no role in the management of the Platform Manager whatsoever and does not share in the revenues or fees earned by the Platform Manager other than through his passive ownership interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Cosimo Licosati'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®

None

Experience

Current

November 13, 2020 - Present

PACIFIC POINT ADVISORS, LLC

Office #1: 16236 San Dieguito Road Suite 4-21 #9491, Rancho Santa Fe, CA 92067

RIA

CRD#: 310731

RANCHO SANTA FE, CA

Past

September 17, 2002 - March 2, 2006

ALDER CAPITAL, LLC

RIA

CRD#: 118963

SAN DIEGO, CA

Past

August 28, 2000 - November 28, 2001

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

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".

PACIFIC POINT ADVISORS, LLC

ALDER CAPITAL | PACIFIC POINT WEALTH MANAGEMENT, LLC | PACIFIC POINT ADVISORS, LLC | AXXCESS WEALTH PARTNERS, LLC | AXXCESS WEALTH PARTNERS

CRD#: 310731 / SEC#: 801-126183

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (10/28/2022 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

California
(11/13/2020)

IAR

Texas
(2/1/2024)

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: 10/29/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/12/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/25/2000

General Securities Representative Examination

Current Firm

PACIFIC POINT ADVISORS, LLC

ALDER CAPITAL | PACIFIC POINT WEALTH MANAGEMENT, LLC | PACIFIC POINT ADVISORS, LLC | AXXCESS WEALTH PARTNERS, LLC | AXXCESS WEALTH PARTNERS

CRD#: 310731 / SEC#: 801-126183

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (10/28/2022 Terminated)

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Contact information

Main Address

16236 San Dieguito Road Suite 4-21, #9491, Rancho Santa Fe, CA 92091

Mailing Address

16236 San Dieguito Road Suite 4-21, Po Box 9491, Rancho Santa Fe, CA 92067

Phone number

(858) 356-6600

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

DISCLOSURE BROCHURE (9/2/2025)

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 345,593,631

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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Michael C. Licosati

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Cosimo Licosati's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC POINT ADVISORS, LLC

ALDER CAPITAL, LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

PACIFIC POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2020

Series 66

Date: 9/12/2002

Series 7

Date: 8/25/2000

Current Firm

PACIFIC POINT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC POINT ADVISORS, LLC

TRUST BUT VERIFY

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