Unclaimed Profile

Michael Anthony Potito

SINGER POTITO ASSOCIATES INC·AMHERST, Massachusetts

Series 6, Series 22, Series 63Clean record21 years registeredSINGER POTITO ASSOCIATES INC

9 RESEARCH DRIVE, SUITE #1, AMHERST, MA 01002CRD# 1020531Firm CRD# 109217

Profile Verification

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

Identity

Michael Anthony Potito · AMHERST, MA

Registration

CRD #1020531 · SINGER POTITO ASSOCIATES INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SINGER POTITO ASSOCIATES INC

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Oct 2015 – Jul 2016

Longmeadow, MA

SINGER POTITO ASSOCIATES INC

Oct 2004 – Oct 2013

AMHERST, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · October 18, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SINGER POTITO ASSOCIATES INC

CRD 109217 · SEC 801-41918

AUM

$180M

Regulatory assets under management

Employees

277 client accounts

Services offered by SINGER POTITO ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SINGER POTITO ASSOCIATES INC →

Introduction

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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.

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, last registered with SINGER POTITO ASSOCIATES INC.

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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