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MD

Michael Dibiagio

VISTA POINT ADVISORS
New York, NY 10010
Some features on this profile are disabled
CRD#: 7335010
MD

Professional summary

Michael Dibiagio, who also goes by Michael Thomas Dibiagio Mr., is a registered financial professional currently at VISTA POINT ADVISORS, LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael Thomas Dibiagio Mr.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Dibiagio'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

March 22, 2022 - Present

VISTA POINT ADVISORS, LLC

Office #1: 287 Park Ave South Suite 704, New York, NY 10010
BD
CRD#: 157502
New York, NY
Past

March 8, 2021 - February 24, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/22/2022)
RR
New York
(3/22/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 3/16/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/8/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VP
VISTA POINT ADVISORS, LLC
VISTA POINT ADVISORS, LLC

CRD#: 157502 / SEC#: , 8-68852

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
555 Mission Street Suite 2650, San Francisco, CA 94105
Mailing Address
555 Mission Street Suite 2650, San Francisco, CA 94105
Phone number
(415) 722-3506
Established
Delaware since 01/13/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
LYON, MICHAEL DAVIDMANAGING PARTNER, CCO4700935
BEAN, JEFFREY DANIELMEMBER5462862
YARA, CLINTON ISAMIMEMBER4789485
HENDERSON, STUART ROBERTCFO/FINOP1121476
KOONS, JEFFREY LOUISMEMBER5737185
SICILIANO II, FRANCIS DANIELMEMBER5932455

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.

Company Information

VISTA POINT ADVISORS, LLC

CRD#: 157502New York, NY 10010

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