Michael
Ambrogio
Alight Financial Advisors, LLC
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About this Advisor
Michael Ambrogio is a financial advisor based out of Carson City, Nevada with a total of 1 year of relevant experience. Ambrogio is on the advisory team at Alight Financial Advisors, LLC. The advisor has gained experience at Bloom Asset Management, Bank Of New York Mellon, J.P. Morgan Securities LLC, Jpmorgan Chase Bank N.A, Valic Financial Advisors, Inc, Triad Advisors and Alight Financial Solutions. Ambrogio holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nevada and North Carolina. Alight Financial Advisors, LLC is a registered investment firm operating out of Charlotte, NC. It has a total of 60 employees. It has $31 billion in total assets between its 238,735 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules largely are based on the financial services offered. However, fee types charged by Alight Financial Advisors, LLC likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$30,803,228,222
60
238,735
$129,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Michael Ambrogio Work History
Michael has been registered as a financial advisor for 1 years.*
Alight Financial Solutions
Triad Advisors
Valic Financial Advisors, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank N.A
Bloom Asset Management
Bank Of New York Mellon
Bloom Asset Management
*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 Ambrogio 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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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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