Michael H. Mongiello

OLD BRIDGE WEALTH,

SYOSSET, NY 11791

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CRD#: 4630706

Professional summary

Michael Henry Mongiello, who also goes by Michael Mongiello, is a registered financial advisor currently at OLD BRIDGE WEALTH, INC located in Syosset, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Mongiello

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.

OLD BRIDGE WEALTH - FINANCIAL/ADVISORY BUSINESS - INVESTMENT RELATED - 6800 JERICO TPKE, STE. 120W SYOSSET, NY 11791; SELF EMPLOYED INSURANCE AGENT - SAME ADDRESS AS ABOVE - FIXED LIFE, HEALTH AND LTC INSURANCE SALES; SCF INVESTMENT ADVISORS - SAME ADDRESS - INVESTMENT ADVISOR REP; ELK STREET MANAGEMENT - PERSONAL REAL ESTATE INVESTMENTS - NOT INVESTMENT RELATED - 134 MOUNTAIN AVE NEW ROCHELLE, NY 10804 - MANAGEMENT OF PERSONAL REAL ESTATE ASSETS; MHM TRANSPORT, LLC - 134 MOUNTAIN AVE NEW ROCHELLE, NY 10804 - DEFUNCT BUT STILL OPEN TRANSPORT BUSINESS; ANVIL MECHANICAL, INC. - MECHANICAL CONTRACTING - NOT INVESTMENT RELATED - 134 MOUNTAIN AVE NEW ROCHELLE, NY 10804 - FINANCIAL & BUSINESS RISK ASSESMENTS IN OPERERATING THE BUSINESS; TAX PREP -OWNER - 134 MOUNTAIN AVE, NEW ROCHELLE, NY 10804; FOREST HOLDINGS GROUP, LLC - NON INVESTMENT RELATED - SAME ADDRESS - REAL ESTATE - PARTNER - START 06/2021 - 0 HOURS/MONTH - PERSONAL INVESTMENTS: REAL ESTATE & OTHER INVESTMENTS (HAS SMALL BROKERAGE ACCOUNT FOR SMALL CASH); [10]MM MH PORTFOLIO LLC; INVESTMENT RELATED; 270 HAMPTON LANE, KEY BISCAYNE, FL 33149; RENTAL PROPERTIES/PROPERTY MANAGEMENT; OWNER; START 01/17/2024 ; 3 HOURS PER MONTH; REAL ESTATE OWNERSHIP/DEVELOPEMNT, BUYING LAND AND BUILDING TO SELL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Henry Mongiello'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

October 29, 2024 - Present

OLD BRIDGE WEALTH, INC

Office #1: 333 Jackson Ave, Syosset, NY 11791

RIA

CRD#: 332180

SYOSSET, NY

Past

March 29, 2018 - December 24, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

NEW ROCHELLE, NY

Past

March 29, 2018 - December 24, 2024

SCF SECURITIES, INC.

CRD#: 47275

SYOSSET, NY

Past

November 27, 2012 - May 24, 2018

UNITED ADVISORS

RIA

CRD#: 133668

NEW YORK, NY

Past

November 21, 2012 - April 13, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

NEW ROCHELLE, NY

Past

October 7, 2005 - November 20, 2012

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

December 10, 2004 - November 20, 2012

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HOLBROOK, NY

Past

June 12, 2003 - December 16, 2004

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

STAMFORD, CT

Past

May 2, 2003 - December 16, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

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".

OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC | OLD BRIDGE WEALTH, INC.

CRD#: 332180 / SEC#: 801-130858

RIA

Registered Investment Advisory firm - (8/6/2024 Approved)

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

New York
(10/29/2024)

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 66

Date: 6/11/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2003

General Securities Representative Examination

Current Firm

OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC | OLD BRIDGE WEALTH, INC.

CRD#: 332180 / SEC#: 801-130858

RIA

Registered Investment Advisory firm - (8/6/2024 Approved)

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Contact information

Main Address

333 Jackson Avenue Suite #5, Syosset, NY 11791

Mailing Address

Phone number

(347) 723-8943

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- OLD BRIDGE WEALTH, INC (9/23/2025)

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 143,650,051

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

Michael H. Mongiello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Henry Mongiello's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

UNITED ADVISORS

SECURITIES AMERICA, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OLD BRIDGE WEALTH, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2003

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2003

Current Firm

OLD BRIDGE WEALTH, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLD BRIDGE WEALTH, INC

TRUST BUT VERIFY

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