MP
Michael T. Pagano
VEST ASSURED
Jupiter, FL
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CRD#: 5052849
MP
Professional summary
Michael T. Pagano, CFP® is a registered financial advisor currently at VEST ASSURED, INC. located in Jupiter, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael T. Pagano's 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®
Experience
Current
May 30, 2006 - Present
VEST ASSURED, INC.
RIA
CRD#: 137390
Jupiter, FL
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(5/30/2006)
Exams
Current Firm
VA
VEST ASSURED, INC.
VEST ASSURED, INC.
CRD#: 137390 / SEC#: 801-64911
RIA
Registered Investment Advisory firm - (5/7/2013 Terminated)Florida
Registered Investment Advisory firm - (3/25/2013 Approved)New York
Registered Investment Advisory firm - (12/31/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Jupiter, FL
Mailing Address
Phone number
(516) 509-0524
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 7,835,896 |
Red Flags
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