Michael Potolicchio
Professional Summary
Michael Potolicchio, who also goes by Michael D Potolicchio, is a registered financial advisor currently at KIPPSDESANTO & COMPANY located in Mclean, Virginia. Michael is registered as a RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael D Potolicchio
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
BANYAN CAPITAL MARKETS, LLC | KIPPSDESANTO & COMPANY | COLONIAL CAPITAL PARTNERS, LLC | BANYAN INVESTMENT ADVISORS, INC.
Contact Information
Main Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102Mailing Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102Phone Number
(703) 442-1400Established
Virginia since 12/31/2007Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(7/20/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Mar 2015About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Potolicchio's CRS (Customer Relationship Summary).
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