Michael Prestifilippo

Employer firm

Wealthplan Investment Management LLC CRD 311364

$2.19B regulatory AUM 372 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2008 → 05/2020
  Fidelity Investments
  Morristown, NJ
• 07/2018 → 05/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2020 → 06/2024
  Securities America Inc
  Morristown, NJ
• 06/2020 → 03/2026
  Wealthplan Partners
  Morristown, NJ
• 06/2024 → 03/2026
  Osaic Wealth, Inc.
  Morristown, NJ
• 03/2026 → Present
  Wealthplan Investment Management
  Morristown, NJ

Previous Registrations

• 2020-06-23 → 2026-03-09
  Wealthplan Partners
  Morristown, NJ
• 2018-07-13 → 2020-05-25
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-01-04 → 2018-07-13
  Strategic Advisers Llc
  Morristown, NJ

Other Businesses

DBA - WealthPlan Partners WEALTHPLAN PARTNERS POSITION: Advisor NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/03/2020 ADDRESS: 89 Headquarters Plaza, Suite 1443 Morristown, NJ 07960 DESCRIPTION: Insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2010-12-29
• S63 Uniform Securities Agent State Law Examination
  2008-12-17

Designations

• Certified Financial Planner

Other Names

• Michael Presti
• Michael Prestifilippo
• Michael Presti