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Michael Mogavero

14 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
1,408 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
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Location

Moorestown, NJ

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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 has an ownership stake in Belle Cove, LLC, though the LLC is defunct and has no activity. He also works full-time in external sales as an IAR for Potomac Fund Management.

Employment History
Current Registrations
Paralel Distributors
November 2025 - Present · 3 mos
Paralel DistributorsBroker
November 2025 - Present · 3 mos
Potomac
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Arbor Court Capital, LLCBroker
April 2025 - October 2025 · 6 mos
Quasar Distributors, LLCBroker
January 2024 - September 2024 · 8 mos
Wells Fargo Advisors Financial Network, LLC
May 2021 - November 2023 · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2020 - November 2023 · 2 yrs 11 mos
Foreside Fund Services, LLCBroker
April 2018 - October 2020 · 2 yrs 6 mos
Legg Mason Investor Services, LLCBroker
August 2014 - September 2017 · 3 yrs 1 mo
Clearbridge Investments, LLC
August 2014 - September 2017 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - August 2014 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - August 2014 · 3 yrs 10 mos
State Registrations7 states
DCDEMDNJPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.