Michael Henry Agnello

Employer firm

Agnello Financial Group, Inc. CRD 141522

$379M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• PORTFOLIO MONITORING FOR INDIVIDUALS AND/OR SMALL BUSINESSES

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

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

Current Employers

Employment History

• 04/1993 → 11/2023
  Fsc Securities Corporation
  West Palm Beach, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  West Palm Beach, FL

Other Businesses

1. AGNELLO FINANCIAL GROUP, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/17/1988 ADDRESS: 712 North Olive Avenue, West Palm Beach FL 33401, United States DESCRIPTION: As chief investment officer and chief compliance officer, I oversee all investment advisory account activity in the firm. 2. UNIVERSAL REAL ESTATE SERVICES, INC, 712 N OLIVE AVE, WEST PALM BEACH, FL, INVESTMENT RELATED, LICENSED REAL ESTATE BROKER, 12/16/1991, REALTOR, 1 HOUR/MONTH, -0- HOURS DURING TRADING HOURS. 3. A&A INVESTMENTS, PO BOX 827, PALM BEACH, FL, INVESTMENT RELATED, MANAGER, MANAGES AND LEASES RESIDENTIAL AND COMMERCIAL PROPERTY, 1/1/1987, 50 HOURS/MONTH, 1/4 HOUR/DAY DURING TRADING HOURS. 4. AGNELLO FINANCIAL GROUP, INC, 712 N OLIVE AVE, WEST PALM BEACH, FL, INSURANCE, INVESTMENT RELATED, OWNER/AGENT, 5/17/1988, 15 HOURS/MONTH, 1 HOUR/DAY DURING TRADING HOURS. 5. SR 510, LLC POSITION: Managing Member NATURE: My wife and I co-own two properties and established the LLC which owns and operates these properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2023 ADDRESS: P.O. Box 827, Palm Beach FL 33480, United States DESCRIPTION: Residential property owner and operator. Two adjacent properties which include 1 rented home and 1 vacant lot. 6. THE BEACH CLUB POSITION: 1st Vice President and Board Member NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 04/23/2024 ADDRESS: 755 North County Road, Palm Beach FL 33480, United States DESCRIPTION: I have been a Board Member since 2012 and I am the 1st Vice President which also means that I sit on the Executive Committee. In addition, I am the co-Chair of the Long-Term Planning Committee, sit on the Finance Committee and recently been appointed the Chair of a newly formed Investment subcommittee who will report to the Finance Committee. 7. MICHAEL H. AGNELLO POSITION: Licensee NATURE: Individual insurance licensee INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 05/17/1988 ADDRESS: 712 North Olive Avenue, West Palm Beach FL 33401, United States DESCRIPTION: Insurance related sales and service.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-06

Designations

• Certified Financial Planner