MS
ChFC
MS
ChFC

Michael Anthony Staffieri

40 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

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Location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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History

Regulatory History (1)
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Customer Dispute
March 2002
Settled
Other Business Activities

Michael is a trustee with Seacology Foundation and New Neighbor Relief Foundation, spending minimal time on this activity. He is also the treasurer for Four Peaks Little League, dedicating minimal time to reviewing the league's finances.

Employment History
Current Registrations
Rovin Capital
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - May 2017 · 4 yrs 10 mos
First Allied Securities, INC.
November 2009 - July 2012 · 2 yrs 8 mos
First Allied Securities, INC.Broker
November 2009 - May 2017 · 7 yrs 6 mos
Lincoln Financial Securities Corporation
July 2009 - November 2009 · 4 mos
Lincoln Financial Securities CorporationBroker
October 1985 - November 2009 · 24 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.