Michael Altavilla

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2013 → 03/2017
  Metlife Securities
  Hauppauge, NY
• 07/2016 → 05/2024
  Massachusetts Mutual Life Insurance Company
  Saratoga Springs, NY
• 03/2017 → 05/2024
  Mml Investors Services, Llc
  Saratoga Springs, NY
• 05/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 05/2024 → Present
  Novus Wealth Strategies
  Saratoga Springs, NY

Previous Registrations

• 2017-03-25 → 2024-05-15
  Mml Investors Services, Llc
  Hauppauge, NY
  Saratoga Springs, NY
  Saratoga Springs, NY
  Latham, NY
• 2013-07-08 → 2017-03-25
  Msi Financial Services, Inc.
  Hauppauge, NY

Other Businesses

1. Fixed insurance sales; as of 1/01/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Novus Wealth Strategies, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2021; 0% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Golden Birch LLC; an entity created for the purpose of buying and managing residential rental property at 135 Pearson Ln, Lake Pleasant, NY 12108, as of 7/24/2026; 5% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-19