Unclaimed Profile

Michael J Del Priore

GM ADVISORY GROUP, LLC·MELVILLE, New York

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 51, Series 63, Series 66Clean record7 years registeredGM ADVISORY GROUP, LLC

400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 6221161Firm CRD# 147592

Profile Verification

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

Identity

Michael J Del Priore · MELVILLE, NY

Registration

CRD #6221161 · GM ADVISORY GROUP, LLC · 7 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Dec 2020 – present

WEALTHSPIRE ADVISORS

Jan 2022 – Sep 2024

SAN RAFAEL, CA

WEALTHSPIRE ADVISORS

Nov 2021 – Oct 2022

WEST HARTFORD, CT

WEALTHSPIRE ADVISORS

Nov 2020 – Oct 2021

FULTON, MD

WEALTHSPIRE ADVISORS

Jan 2019 – Dec 2020

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 51

Series 63

Series 66

Registration record

First registered · January 2, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GM ADVISORY GROUP, LLC

CRD 147592 · SEC 801-69418

AUM

$3.0B

Regulatory assets under management

Employees

2,210 client accounts

Services offered by GM ADVISORY GROUP, 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 GM ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michael J Del Priore offer?

Michael J Del Priore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.

What are Michael J Del Priore's credentials?

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

Where is Michael J Del Priore located?

Michael J Del Priore is based in MELVILLE, New York, working with GM ADVISORY GROUP, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Michael J Del Priore charge for services?

Michael J Del Priore's firm is compensated through percentage of aum, subscription fees, other: wrap fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GM ADVISORY GROUP, LLC?

GM ADVISORY GROUP, LLC has approximately 42 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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