Michael J Dittamo

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 08/2018 → 12/2018
  Apple One Employment
  Santa Barbara, CA
• 05/2016 → 07/2018
  Yardi Systems
  Goleta, CA
• 08/2018 → 11/2022
  Planmember Securities Corporation
  Carpinteria, CA
• 12/2022 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
• 01/2023 → 08/2023
  Bank Of America, N.A.
  Santa Barbara, CA
• 09/2023 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2023-01-05 → 2023-08-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
• 2022-03-07 → 2022-11-28
  Planmember Securities Corporation
  Carpinteria, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04
• S63 Uniform Securities Agent State Law Examination
  2019-06-12

Other Names

• Michael Joseph Dittamo