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Michael Anthony Vendittelli

Michael Anthony Vendittelli

CFP®
ISTO ADVISORS
TROY, MI
·CRD# 6237980·13 years experience

Professional Summary

Michael Anthony Vendittelli, CFP®, who also goes by Michael A Vendittelli, Michael Vendittelli, is a registered financial advisor currently at ISTO ADVISORS, LLC located in Troy, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael A Vendittelli, Michael Vendittelli

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

13 years in the financial services industry

Current & Past Employments

ISTO ADVISORS, LLC·CRD# 284560
RIA
2150 Butterfield Drive Suite 220, Troy, MI 48084
July 20, 2020 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Bloomfield Hills, MI
April 7, 2015 - July 31, 2020
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Bloomfield Hills, MI
April 2, 2015 - July 31, 2020
LPL FINANCIAL LLC·CRD# 6413
RIA
Plymouth, MI
October 7, 2013 - April 17, 2015
LPL FINANCIAL LLC·CRD# 6413
BD
Plymouth, MI
September 5, 2013 - April 17, 2015

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Current Firm

IA
ISTO ADVISORS, LLC

BRIDGE TOWER, LLC | ISTO ADVISORS, LLC

CRD#: 284560 / SEC#: 801-108409
RIA
Registered Investment Advisory firm - SEC (9/30/2016 Approved)

Contact Information

Main Address

2150 Butterfield Drive Suite 220, Troy, MI 48084

Phone Number

(248) 458-1100

# of Employees

27

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (7/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,533

AUM (Assets Under Management)

$1,064,509,671

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2026Cover PageReport
10/28/2024Cover PageReport
04/28/2024Cover PageReport

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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.

1) GREENSTREET BAND, LLC.; POSITION: MUSICIAN / GENERAL PARTNER; START DATE: 2/1/2004; 5700 Crooks Rd., Suite 207, TROY MI 48098; HTTP://WWW.GREENSTREETBAND.COM 4-PERSON CLASSIC ROCK/BLUES BAND, PROVIDING LIVE MUSIC ENTERTAINMENT; NOT INVESTMENT RELATED; 0 HOURS/MTH DURING SECURITIES TRADING HOURS

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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".
IA
ISTO ADVISORS, LLC

BRIDGE TOWER, LLC | ISTO ADVISORS, LLC

CRD#: 284560 / SEC#: 801-108409
RIA
Registered Investment Advisory firm - SEC (9/30/2016 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.
IAR
Illinois
(7/20/2020)
IAR
Michigan
(7/20/2020)

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 66 — Uniform Combined State Law Examination

Passed Oct 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Vendittelli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Michael Anthony Vendittelli
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