Michael
Pugliese
Sorrento Pacific Financial, LLC
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About this Advisor
Michael Pugliese is a financial advisor based in Dedham, Massachusetts, working with Sorrento Pacific Financial, LLC. Michael has previously held positions at Cuso Financial Services, Lp, Santander Securities, Santander Bank, Na, Sorrento Pacific Financial, LLC, and Dedham Savings Bank. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Michael is part of Sorrento Pacific Financial, LLC, which operates out of Dedham, Massachusetts. The firm has 28 offices and 256 employees. The firm manages assets totaling $192.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sorrento Pacific Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sorrento Pacific Financial, LLC Brokerage Details
$192,507,423
256
876
$219,757
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 Pugliese Work History
Sorrento Pacific Financial, LLC
Dedham Savings Bank
Santander Securities
Santander Bank, Na
Cuso Financial Services, Lp
Disclosures
Please visit the SEC profile of Michael Pugliese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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