Michael
Pizzi

Securities America Advisors, Inc

CRD#4026879
Investment Advisor
in Chandler, AZ

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About this Advisor

Michael Pizzi is a financial advisor operating in Chandler, Arizona who has 14 years of relevant experience. Pizzi is on the advisory team at Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc, M C Pizzi, Cpa - A Professional Corporation, Securities America Advisors, Inc and Prairie Dawg Partners, LLC. Pizzi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Securities America Advisors, Inc is a business operating out of La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 advisors. It has $38 billion in assets across its 200,228 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Securities America Advisors, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on the type of services offered. Fees billed by Securities America Advisors, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chandler, AZ

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

AZ Average: $1,978,216,465
Total Number of Employees

3,748

AZ Average: 226
Total Number of Accounts

200,228

AZ Average: 7,467
Average Account Size

$190,602

AZ Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Pizzi Work History

Michael has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Securities America, Inc

2009 - Present (15 years)

Securities America Advisors, Inc

1988 - Present (36 years)

M C Pizzi, Cpa - A Professional Corporation

2005 - 2017 (12 years)

Prairie Dawg Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Pizzi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Christopher Conti
Johnston, RI
Seth Wilson
Fresno, CA
Richard Dutrisac
Costa Mesa, CA
Derek Bohne
Midvale, UT
Andi Yao
Burlingame, CA
John Weekly
Omaha, NE
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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