Unclaimed Profile

Michael Joseph Pagano

CONVERGENT WEALTH ADVISORS, LLC·CALIFORNIA, California

SIE, Series 7, Series 24, Series 63, Series 66Clean record19 years registeredCONVERGENT WEALTH ADVISORS, LLC

555 S. FLOWER ST., CALIFORNIA, CA 90071CRD# 2118227Firm CRD# 143719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joseph Pagano · CALIFORNIA, CA

Registration

CRD #2118227 · CONVERGENT WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONVERGENT WEALTH ADVISORS, LLC

CITY NATIONAL SECURITIES, INC.

Feb 2014 – Mar 2021

Los Angeles, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Apr 2007 – Oct 2007

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · April 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENT WEALTH ADVISORS, LLC

CRD 143719 · SEC 802-114776

AUM

$20M

Regulatory assets under management

Services offered by CONVERGENT WEALTH ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CONVERGENT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Joseph Pagano offer?

Michael Joseph Pagano specializes in Retirement Planning.

What are Michael Joseph Pagano's credentials?

Michael Joseph Pagano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Joseph Pagano located?

Michael Joseph Pagano is based in CALIFORNIA, California, last registered with CONVERGENT WEALTH ADVISORS, LLC.

How does Michael Joseph Pagano charge for services?

Michael Joseph Pagano's firm is compensated through other: liquidating funds, no fees are being collected. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENT WEALTH ADVISORS, LLC?

CONVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.

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Other Advisors at CONVERGENT WEALTH ADVISORS, LLC

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Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in California

SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)

City Guides

SAN FRANCISCO Guide LOS ANGELES Guide SAN DIEGO Guide NEWPORT BEACH Guide IRVINE Guide

Research

Advisor Fees in California National Fee Analysis

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