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Michael Anthony Potito

SINGER POTITO ASSOCIATES INC·AMHERST, Massachusetts
Unclaimed Profile
9 RESEARCH DRIVE, SUITE #1, AMHERST, MA 01002CRD# 1020531Firm CRD# 109217
01

About

Michael Anthony Potito is a registered financial advisor based in AMHERST, Massachusetts, affiliated with SINGER POTITO ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SINGER POTITO ASSOCIATES INC
SINGER POTITO ASSOCIATES INC
AUM
$180M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SINGER POTITO ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1020531
Firm CRD# 109217
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Anthony Potito offer?
Michael Anthony Potito specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AMHERST, Massachusetts for a consultation.
What are Michael Anthony Potito's credentials?
Michael Anthony Potito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Potito located?
Michael Anthony Potito is based in AMHERST, Massachusetts, working with SINGER POTITO ASSOCIATES INC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Michael Anthony Potito charge for services?
Michael Anthony Potito's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SINGER POTITO ASSOCIATES INC?
SINGER POTITO ASSOCIATES INC has approximately 3 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Andrew Gass — WEST BRANCH CAPITAL LLCLori Mahmud — WEST BRANCH CAPITAL LLCHoward Edward Singer — SINGER POTITO ASSOCIATES INCAnn Terry Singer — SINGER POTITO ASSOCIATES INCAyaz Mahmud — WEST BRANCH CAPITAL LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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