Michael
Bertelletti
Avantax Advisory Services
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About this Advisor
Michael Bertelletti is a financial advisor operating in Staten Island, New York who has 2 years of industry experience. Bertelletti works at Avantax Advisory Services. Over the course of their career, they have held roles at Uni Data & Communications, Bank Of America, Legend Securities, Inc, Jp Morgan Securities LLC, Quinnipac University, Merril Lynch Wealth Management, Neuberger Berman, Avantax Investment Services, Inc, Avantax Advisory Services, John J. Vento Cpa, P.C, Rogers Surveying, Four Seasons Realty and Jp Morgan Chase Bank. Bertelletti maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in New York. Avantax Advisory Services is a firm that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in assets between its 123,393 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services vary depending on which services the firm provides the client. Fee types billed by Avantax Advisory Services likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Bertelletti Work History
Michael has been registered as a financial advisor for 2 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
John J. Vento Cpa, P.C
Rogers Surveying
Four Seasons Realty
Neuberger Berman
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Legend Securities, Inc
Bank Of America
Merril Lynch Wealth Management
Uni Data & Communications
Quinnipac University
*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 Bertelletti 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 Avantax Advisory Services
Irving, TX
Irving, TX
Ann Arbor, MI
Irving, TX
Irving, TX
Melville, NY
Irving, TX
Ann Arbor, MI
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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