Michael Difillippo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2008 → 10/2020
  Davios
  Boston, MA
• 05/2015 → 08/2020
  Davios
  Boston, MA
• 08/2020 → 12/2020
  Unemployed
  South Boston, MA
• 01/2021 → 01/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2020 → 02/2026
  Northwestern Mutual Investment Services Llc
  Braintree, MA
• 07/2021 → 01/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2022 → 02/2026
  Craig Haba
  Braintree, MA
• 06/2023 → 02/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Boston, MA
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Boston, MA

Other Businesses

(1)Name of Business: Haba Sherry Wealth Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109-4629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Advisor and Director\n\nFinancial Advisor and Director of Wealth Management Services (2)Name of Business: Haba Wealth Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109-4629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Advisor, Associate/Employee, Director\n\nFinancial Advisor and Director of Wealth Management (3)Name of Business: Multi Gen Partners Address: 10 Post Office Sq Fl 8, Boston, MA, 02109-4629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor & Director of Wealth Management Services (4)Name of Business: Non-variable insurance Address: 10 Post Office Sq Fl 8, Boston, MA, 02109-4629, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisors & Director of Wealth Management Services

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-18

Designations

• Certified Financial Planner

Other Names

• Michael Anthony Difillippo