Michael Agoglia

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 09/2021 → 10/2021
  Mass Mutual Life Insurance Company
  Shelton, CT
• 06/2021 → 10/2021
  Mml Investors Services, Llc
  Shelton, CT
• 08/2017 → 05/2021
  Fordham University
  Bronx, NY
• 09/2021 → 10/2021
  Barnum Financial Group
  Shelton, CT
• 11/2011 → 07/2017
  Unemployed
  Trumbull, CT
• 11/2021 → 04/2025
  J.P. Morgan Securities Llc
  New York, NY
• 11/2021 → 04/2025
  J.P. Morgan Chase Bank, N.A.
  New York, NY
• 02/2020 → 05/2020
  Clear Channel Outdoor
  New York, NY
• 07/2019 → 09/2019
  Loro Piana
  New York, NY
• 04/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2021-12-03 → 2025-04-06
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  Farmington Hills, MI
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-10-25

Other Names

• Michael Agoglia
• Michael Gerard Agoglia