MD
MD

Michael Donlan Delpozzo

26 Years of Experience
Areas of Practice
Investment ManagementAlternative Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
626 clients
Average Client Portfolio
$50K average
Assets Under Management
$31.1M

Fee Structure

Financial Planning:Investment management only
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Location

1 World Trade, 57th Floor, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. As a Masterworks Platform Associate, he performs defined administrative functions for a few hours per week.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Arete Wealth Management, LLCBroker
April 2022 - February 2023 · 10 mos
Arete Wealth Advisors, LLC
March 2022 - July 2023 · 1 yr 4 mos
Independent Brokerage Solutions LLCBroker
February 2019 - March 2022 · 3 yrs 1 mo
Davis Securities LLCBroker
July 2016 - December 2017 · 1 yr 5 mos
Fisher Investments
April 2009 - October 2015 · 6 yrs 6 mos
Apb Financial Group, INC.Broker
January 2002 - September 2004 · 2 yrs 8 mos
UBS Painewebber INC.Broker
December 1998 - January 2002 · 3 yrs 1 mo
David Lerner Associates, INC.Broker
January 1993 - January 1999 · 6 yrs
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.