MP
Michael A. Porricelli
KOVITZ INVESTMENT GROUP PARTNERS
Greenwich, CT 06831
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CRD#: 6902285
MP
Professional summary
Michael A Porricelli, who also goes by Michael Anthony Porricelli, Michael Porricelli, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Greenwich, Connecticut.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Anthony Porricelli | Michael Porricelli
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.
Name of business: Compass, Inc Investment related? No Address of business: 69 Broad St Stamford CT 06901 Nature of business: real estate Position: Licensed real estate salesperson Start date: 05/15/2019 Approx # of hours/month devoted: 8-12 hours # of hours during security trading hours: 0 hours Briefly describe duties: I engage in part-time, self-employed real estate agent activities in the state of Connecticut. This for personal use only. I do NOT solicit new business or clients. In the state of CT, Real Estate Salesperson license is required to be active/valid license to be held with real estate brokerage/company to obtain for MLS access.
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Porricelli'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
January 6, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: One Greenwich Office Park, Greenwich, CT 06831RIA
CRD#: 282241
Greenwich, CT
Past
June 3, 2024 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
Greenwich, CT
Past
November 18, 2021 - July 25, 2024
CONNECTUS WEALTH
RIA
CRD#: 310912
Greenwich, CT
Past
June 28, 2021 - November 8, 2021
NORTHCOAST ASSET MANAGEMENT LLC
RIA
CRD#: 109582
GREENWICH, CT
Past
April 26, 2021 - September 1, 2021
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
Greenwich, CT
Past
March 18, 2019 - May 15, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Greenwich, CT
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".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 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
Connecticut(1/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
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.
