Michael Joseph Lamagna
Professional Summary
Michael Joseph Lamagna, who also goes by Michael J Lamagna, Mike Lamagna, is a registered financial advisor currently at TRAPHAGEN FINANCIAL GROUP located in Oradell, New Jersey. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael J Lamagna, Mike Lamagna
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
TRAPHAGEN CPAS AND WEALTH ADVISORS | TRAPHAGEN INVESTMENT ADVISORS LLC | TRAPHAGEN FINANCIAL GROUP
Contact Information
Main Address
234 Kinderkamack Rd, Oradell, NJ 07649Phone Number
(201) 262-1040# of Employees
18SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,038AUM (Assets Under Management)
$2,278,123,079Similar Advisors
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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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Primary Firm SEC Registration
TRAPHAGEN CPAS AND WEALTH ADVISORS | TRAPHAGEN INVESTMENT ADVISORS LLC | TRAPHAGEN FINANCIAL GROUP
State Registrations and Notice Filings
(11/28/2025)
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 52TO — Municipal Securities Representative Examination
Passed Apr 2024About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Lamagna's CRS (Customer Relationship Summary).
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