Michael Henry Mongiello

Current Employers

Employment History

• 11/2012 → 03/2018
  Securities America, Inc.
  New York, NY
• 11/2012 → 03/2018
  United Advisors
  New York, NY
• 03/2018 → Present
  Scf Securities, Inc
  Fresno, CA
• 03/2018 → Present
  Scf Investment Advisors, Inc
  Fresno, CA
• 01/2015 → 01/2018
  Eisneramper
  New York, NY
• 01/2018 → 02/2022
  Anvil Mechanical Inc
  Mt Vernon, NY
• 08/2024 → Present
  Old Bridge Wealth, Inc.
  Syosset, NY

Previous Registrations

• 2018-03-29 → 2024-12-24
  Scf Investment Advisors, Inc.
  Syosset, NY
  San Diego, CA
  New Rochelle, NY
• 2012-11-27 → 2018-05-24
  United Advisors
  New York, NY
• 2005-10-07 → 2012-11-20
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2003-06-12 → 2004-12-16
  Equitable Advisors, Llc
  Stamford, CT

Other Businesses

OLD BRIDGE WEALTH - FINANCIAL/ADVISORY BUSINESS - INVESTMENT RELATED - 6800 JERICO TPKE, STE. 120W SYOSSET, NY 11791; SELF EMPLOYED INSURANCE AGENT - SAME ADDRESS AS ABOVE - FIXED LIFE, HEALTH AND LTC INSURANCE SALES; SCF INVESTMENT ADVISORS - SAME ADDRESS - INVESTMENT ADVISOR REP; ELK STREET MANAGEMENT - PERSONAL REAL ESTATE INVESTMENTS - NOT INVESTMENT RELATED - 134 MOUNTAIN AVE NEW ROCHELLE, NY 10804 - MANAGEMENT OF PERSONAL REAL ESTATE ASSETS; MHM TRANSPORT, LLC - 134 MOUNTAIN AVE NEW ROCHELLE, NY 10804 - DEFUNCT BUT STILL OPEN TRANSPORT BUSINESS; ANVIL MECHANICAL, INC. - MECHANICAL CONTRACTING - NOT INVESTMENT RELATED - 134 MOUNTAIN AVE NEW ROCHELLE, NY 10804 - FINANCIAL & BUSINESS RISK ASSESMENTS IN OPERERATING THE BUSINESS; TAX PREP -OWNER - 134 MOUNTAIN AVE, NEW ROCHELLE, NY 10804; FOREST HOLDINGS GROUP, LLC - NON INVESTMENT RELATED - SAME ADDRESS - REAL ESTATE - PARTNER - START 06/2021 - 0 HOURS/MONTH - PERSONAL INVESTMENTS: REAL ESTATE & OTHER INVESTMENTS (HAS SMALL BROKERAGE ACCOUNT FOR SMALL CASH); [10]MM MH PORTFOLIO LLC; INVESTMENT RELATED; 270 HAMPTON LANE, KEY BISCAYNE, FL 33149; RENTAL PROPERTIES/PROPERTY MANAGEMENT; OWNER; START 01/17/2024 ; 3 HOURS PER MONTH; REAL ESTATE OWNERSHIP/DEVELOPEMNT, BUYING LAND AND BUILDING TO SELL

Exams

• S66 Uniform Combined State Law Examination
  2003-06-11

Other Names

• Michael Mongiello