Michael Vincent Porpora

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 07/2022
  National Securities Corporation
  Newburgh, NY
• 07/2022 → 05/2025
  B. Riley Wealth Management
  New Windsor, NY
• 07/2022 → 05/2025
  B. Riley Wealth Advisors
  New Windsor, NY
• 05/2025 → Present
  Osaic Wealth, Inc.
  New Windsor, NY

Previous Registrations

• 2014-05-02 → 2025-05-29
  B. Riley Wealth Advisors, Inc.
  Poughkeepsie, NY
  Newburgh, NY
  New Windsor, NY
• 2011-04-25 → 2014-05-06
  Asset & Financial Planning, Ltd
  Poughkeepsie, NY

Other Businesses

1. B. Riley Wealth Insurance; Investment- related; 484 Temple Hill Road Ste 106 New Windsor NY 12553; Life and annuity sales; Sr. VP; Start date 2022; 50 hours/month devoted during securities trading hours. 2. B. Riley Wealth Tax Services; Non investment related; 484 Temple Hill Road Ste 106 New Windsor NY 12553; Individual tax preparation; Tax Preparer; Start date 2022; 40 hours/month devoted during securities trading hours. 3. PORPORA WEALTH MANAGEMENT POSITION: Owner/Partner NATURE: Selling securities, life insurance and annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 05/16/2025 ADDRESS: 33 Airport Center Drive, Suite 105, New Windsor NY 12553, United States DESCRIPTION: We offer life insurance and annuities for our clients 4. PORPORA WEALTH MANAGEMENT POSITION: Owner/Partner NATURE: Preparation of Taxes INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/16/2025 ADDRESS: 33 Airport Center Drive, Suite 105, New Windsor NY 12553, United States DESCRIPTION: Preparation of personal income tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-08