Unclaimed Profile

Michael Dominic Viti

ALTA WEALTH ADVISORS LLC·WOBURN, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63ChFC11 years registeredALTA WEALTH ADVISORS LLC

400 TRADECENTER, SUITE 4810, WOBURN, MA 01801CRD# 2046643Firm CRD# 293675

Profile Verification

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

Identity

Michael Dominic Viti · WOBURN, MA

Registration

CRD #2046643 · ALTA WEALTH ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

ALTA WEALTH ADVISORS LLC

Apr 2018 – present

LPL FINANCIAL LLC

Jun 2015 – present

PINNACLE PRIVATE WEALTH, LLC

Jul 2015 – May 2018

NEEDHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 29, 2015

Years registered · 11

Professional designation · ChFC

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALTA WEALTH ADVISORS LLC

CRD 293675 · SEC 801-112848

AUM

$400M

Regulatory assets under management

Employees

1,033 client accounts

Services offered by ALTA WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALTA WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Dominic Viti offer?

Michael Dominic Viti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOBURN, Massachusetts for a consultation.

What are Michael Dominic Viti's credentials?

Michael Dominic Viti holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Dominic Viti located?

Michael Dominic Viti is based in WOBURN, Massachusetts, working with ALTA WEALTH ADVISORS LLC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.

How does Michael Dominic Viti charge for services?

Michael Dominic Viti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTA WEALTH ADVISORS LLC?

ALTA WEALTH ADVISORS LLC has approximately 7 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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