MP
Michael A. Piccoli
WOODSTOCK WEALTH MANAGEMENT
West Palm Beach, FL 33406
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CRD#: 5628378
MP
Professional summary
Michael A Piccoli, who also goes by Michael Anthony Piccoli, is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in West Palm Beach, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Anthony Piccoli
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.
1. Sole Proprietor Insurance Agent for non-securities insurance Start: 01/01/2012, Address: 1501 Belvedere Road Suite 500-517 West Palm Beach, FL 33406, Hrs per month - tot/bus: 2/0 per month, Investment related, sell non-securities insurance 2) Shift Financial Group LLC, DBA for business relationship with Woodstock Wealth Management, Inc.; 100 percent owner Start: 10/17 Address: 1501 Belvedere Road Suite 500-517 West Palm Beach, FL 33406, 2 total hours per month; 0 during securities trading hours, Not Investment related, Operate office for Woodstock Wealth Management, Inc. and pay office expenses 3) Shift Financial Planning LLC, DBA for business relationship with Woodstock Wealth Management, Inc.; 100 percent owner Start: 11/24 Address: 1501 Belvedere Road Suite 500-517 West Palm Beach, FL 33406, 2 total hours per month; 0 during securities trading hours, Not Investment related, Operate office for Woodstock Wealth Management, Inc. and pay office expenses 4) Cambridge at Abacoa HOA Board-President, Start: 01/21, no ownership Address: 160 Waterford Drive Jupiter, FL 33458, 5 total hours per month; 0 during securities trading hours, Not investment related,
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Piccoli'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®
NoneExperience
Current
February 4, 2022 - Present
WOODSTOCK WEALTH MANAGEMENT, INC.
Office #1: 1501 Belvedere Road Suite 500-517, West Palm Beach, FL 33406RIA
CRD#: 283472
West Palm Beach, FL
Past
May 8, 2009 - February 8, 2022
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
TEQUESTA, FL
Past
April 1, 2009 - February 8, 2022
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
TEQUESTA, FL
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".
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
Registered Investment Advisory firm - (3/30/2018 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
Florida(2/14/2022)
IAR
Rhode Island(2/4/2022)
IAR
Texas(2/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WOODSTOCK WEALTH MANAGEMENT, INC.
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
CRD#: 283472 / SEC#: 801-112663
RIA
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Contact information
Main Address
250 River Park North Drive, Woodstock, GA 30188
Mailing Address
Phone number
(800) 279-4468
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,834 |
| AUM (Assets Under Management) | $ 629,939,767 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
