Michael James Diotalevi

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 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

• 06/2018 → 01/2021
  The Ayco Company L.P./ Mercer Allied
  Albany, NY
• 04/2018 → 06/2018
  The Ayco Company L.P.
  Albany, NY
• 08/2014 → 05/2018
  Siena College
  Albany, NY
• 06/2017 → 08/2017
  Secure Energy Solutions
  East Longmeadow, MA
• 01/2021 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2020-05-28 → 2022-04-12
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY
  Albany, NY
  Holyoke, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03