Michael J. Vitantonio

VOLITION FINANCIAL NETWORK

Cleveland, OH 44114

Some features on this profile are disabled

CRD#: 6685398

Professional summary

Michael Jeffrey Vitantonio is a registered financial advisor currently at VOLITION FINANCIAL NETWORK, LLC located in Cleveland, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 65 exam.

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.

VITANTONIO & ASSOCIATES, INC. NON INVESTMENT RELATED. 2101 COUNTRY CLUB DRIVE, WICKLIFFE, OH 44092. NATURE BOOKKEEPING FOR SMALL FAMILY BUSINESSES. POSITION BOOKKEEPER. START DATE 01/2017. 6 HOURS PER MONTH OUTSIDE OF TRADING HOURS AND ON WEEKENDS. DUTIES UTILIZE QUICKBOOKS TO RECORD TRANSACTIONS FOR SEVERAL SMALL FAMILY BUSINESSES. DBA SUPERIOR CAPITAL MANAGEMENT LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeffrey Vitantonio'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®

None

Experience

Current

July 31, 2019 - Present

VOLITION FINANCIAL NETWORK, LLC

Office #1: 3615 Superior Avenue Suite 3102j, Cleveland, OH 44114

RIA

CRD#: 304366

Cleveland, OH

Past

December 5, 2017 - July 31, 2019

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

Cleveland, OH

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

Ohio
(7/31/2019)

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 65

Date: 9/20/2016

Uniform Investment Adviser Law Examination

Current Firm

VOLITION FINANCIAL NETWORK, LLC

CRD#: 304366 / SEC#:

Ohio

Registered Investment Advisory firm - (7/31/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3615 Superior Avenue Suite 3102j, Cleveland, OH 44114

Mailing Address

Phone number

(440) 622-1566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	167
AUM (Assets Under Management)	$ 17,353,611

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.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

Andrew Crock

STRATEGIC ADVISERS LLC

IAR

NORTH OLMSTED, OH

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Vitantonio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeffrey Vitantonio's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOLITION FINANCIAL NETWORK, LLC

CAPITAL FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2016

Current Firm

VOLITION FINANCIAL NETWORK, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VOLITION FINANCIAL NETWORK, LLC

TRUST BUT VERIFY

Similar Advisors