MD
Michael A. Distasio
VALOR ADVISERS
CHICAGO, IL 60634
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CRD#: 7119290
MD
Professional summary
Michael Anthony Distasio Jr is a registered financial advisor currently at VALOR ADVISERS located in Chicago, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm 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.
Personal Real Estate investments; 2012; 5 hours per month; 0 hours during securities trading hours; Manage Properties and Tenants.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Distasio Jr'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
March 9, 2022 - Present
VALOR ADVISERS
Office #1: 5919 W. Montrose Ave, Chicago, IL 60634RIA
CRD#: 301292
CHICAGO, IL
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
Illinois(3/9/2022)
Current Firm
VA
VALOR ADVISERS
MAD WEALTH LLC | VALOR ADVISERS, LLC | VALOR ADVISERS LLC DBA VALOR ADVISERS | VALOR ADVISERS
CRD#: 301292 / SEC#:
Illinois
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Contact information
Main Address
5919 W. Montrose Ave, Chicago, IL 60634
Mailing Address
Phone number
(773) 609-4755
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 1,265,302 |
Red Flags
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