Unclaimed Profile

Michael Anthony Pagano

AVANTAX ADVISORY SERVICES, INC.·DALLAS, Texas

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record24 years registeredAVANTAX ADVISORY SERVICES, INC.

3200 OLYMPUS BLVD, DALLAS, TX 75019CRD# 2693795Firm CRD# 104556

Profile Verification

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

Identity

Michael Anthony Pagano · DALLAS, TX

Registration

CRD #2693795 · AVANTAX ADVISORY SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVANTAX ADVISORY SERVICES, INC.

AVANTAX ADVISORY SERVICES

Oct 2019 – Dec 2023

IRVING, TX

1ST GLOBAL ADVISORS INC

Apr 2002 – Oct 2019

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · April 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

AVANTAX ADVISORY SERVICES, INC.

CRD 104556 · SEC 801-29892

AUM

$41.7B

Regulatory assets under management

Employees

2,478

131,534 client accounts

Services offered by AVANTAX ADVISORY SERVICES, INC.

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

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVANTAX ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Anthony Pagano offer?

Michael Anthony Pagano specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Anthony Pagano's credentials?

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

Where is Michael Anthony Pagano located?

Michael Anthony Pagano is based in DALLAS, Texas, last registered with AVANTAX ADVISORY SERVICES, INC..

How does Michael Anthony Pagano charge for services?

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

How large is AVANTAX ADVISORY SERVICES, INC.?

AVANTAX ADVISORY SERVICES, INC. has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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