Michael C. Vergari

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Unemployed	Haddonfield	NJ	06/2016	11/2016
Penn Mutual Life Insurance	Horsham	PA	11/2016	02/2017
Hornor Townsend & Kent Inc	Horsham	PA	11/2016	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Laurel	NJ	03/2017	06/2020
1847Financial	Conshohocken	PA	11/2016	02/2017
Bank Of America, N.A.	Mount Laurel	NJ	04/2017	06/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	02/2021	03/2021
Unemployed	Haddonfield	NJ	06/2020	02/2021
Fidelity Investments	Merrimack	NH	03/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 11/2016

Unemployed

Haddonfield, NJ
11/2016 → 02/2017

Penn Mutual Life Insurance

Horsham, PA
11/2016 → 02/2017

Hornor Townsend & Kent Inc

Horsham, PA
03/2017 → 06/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ
11/2016 → 02/2017

1847Financial

Conshohocken, PA
04/2017 → 06/2020

Bank Of America, N.A.

Mount Laurel, NJ
02/2021 → 03/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2020 → 02/2021

Unemployed

Haddonfield, NJ
03/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

2021-06-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Villanova, PA
2021-03-04 → 2021-03-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
2017-05-02 → 2020-06-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-29

Other Firms