Michael
Mongiello

Scf Investment Advisors, Inc

CRD#4630706
Investment Advisor
in Fresno, CA

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About this Advisor

Michael Mongiello is a financial advisor based out of Fresno, California with a total of 2 years of industry experience. Mongiello is currently employed by Scf Investment Advisors, Inc. Over the course of their career, they have held roles at Frankel Loughran Starr & Vallone, Securities America, Inc, United Advisors, Scf Securities, Inc and Scf Investment Advisors, Inc. Mongiello maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Scf Investment Advisors, Inc is a business that has its headquarters in Fresno, CA. It has offices in 73 locations and a total of 267 advisors. It manages $2 billion in total assets among its 7,762 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 7,762 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically are based on the type of services offered. However, fees charged by Scf Investment Advisors, Inc can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 E. Shaw Avenue Suite #102
Fresno, CA 93710

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

CA Average: $7,578,581,321
Total Number of Employees

267

CA Average: 43
Total Number of Accounts

7,762

CA Average: 3,727
Average Account Size

$228,213

CA Average: $2,033,427

Investment Advisory Services

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

Michael Mongiello Work History

Michael has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Scf Securities, Inc

2018 - Present (6 years)

Scf Investment Advisors, Inc

2012 - 2015 (3 years)

Frankel Loughran Starr & Vallone

2012 - 2018 (6 years)

Securities America, Inc

2012 - 2018 (6 years)

United Advisors

*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 Mongiello 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 Scf Investment Advisors, Inc

John Prewitt
Dallas, TX
Kyle Gardner
Fresno, CA
Nathan Sorensen
Safford, AZ
Reyn Wicklund
Fresno, CA
James Groce
Fresno, CA
Scott Bresky
Fresno, CA
Maegan Cooley
Prescott Valley, AZ
Justin Leland
Bakersfield, CA

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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