Michael G. Disalvo

THE WEALTH ADVANTAGE GROUP

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CRD#: 4896227

Professional summary

Michael Gerard Disalvo, CFP® is a registered financial advisor currently at THE WEALTH ADVANTAGE GROUP, INC. .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 4 firms and has passed the Series 66 and Series 7 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 Michael Gerard Disalvo'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: 2011

Experience

Current

March 29, 2011 - Present

THE WEALTH ADVANTAGE GROUP, INC.

RIA

CRD#: 122231

Past

March 5, 2010 - December 9, 2010

VALMARK SECURITIES, INC.

CRD#: 31243

COLUMBUS, OH

Past

November 17, 2006 - March 12, 2008

VALMARK SECURITIES, INC.

CRD#: 31243

COLUMBUS, OH

Past

August 17, 2005 - November 27, 2006

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

DUBLIN, OH

Past

May 20, 2005 - November 13, 2006

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

HILLIAND, OH

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".

THE WEALTH ADVANTAGE GROUP, INC.

KING DODSON ARMSTRONG FINANCIAL ADVISORS, INC. | THE WEALTH ADVANTAGE GROUP, INC. | KING DODSON FINANCIAL ADVISORS, INC.

CRD#: 122231 / SEC#: 801-129967

RIA

Registered Investment Advisory firm - (4/19/2024 Approved)

Florida

Registered Investment Advisory firm - (5/10/2024 Terminated)

Ohio

Registered Investment Advisory firm - (5/13/2024 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
(5/30/2012)

IAR

Ohio
(3/29/2011)

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 66

Date: 1/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/2005

General Securities Representative Examination

Current Firm

THE WEALTH ADVANTAGE GROUP, INC.

KING DODSON ARMSTRONG FINANCIAL ADVISORS, INC. | THE WEALTH ADVANTAGE GROUP, INC. | KING DODSON FINANCIAL ADVISORS, INC.

CRD#: 122231 / SEC#: 801-129967

RIA

Registered Investment Advisory firm - (4/19/2024 Approved)

Florida

Registered Investment Advisory firm - (5/10/2024 Terminated)

Ohio

Registered Investment Advisory firm - (5/13/2024 Terminated)

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Contact information

Main Address

5005 Horizons Drive Suite 100, Columbus, OH 43220

Mailing Address

Phone number

(614) 459-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE WEALTH ADVANTAGE GROUP, INC. ADV PART 2A (3/5/2026)

Regulatory assets under management

Total Number of Accounts	516
AUM (Assets Under Management)	$ 146,398,143

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 G. Disalvo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gerard Disalvo's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WEALTH ADVANTAGE GROUP, INC.

VALMARK SECURITIES, INC.

VALMARK SECURITIES, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

THE WEALTH ADVANTAGE GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2005

Series 7

Date: 5/19/2005

Current Firm

THE WEALTH ADVANTAGE GROUP, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE WEALTH ADVANTAGE GROUP, INC.

TRUST BUT VERIFY

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