Michael Joseph Viscosi

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/1992 → Present
  Citicorp Financial Services,Inc.
  Rochester, NY
• 05/1995 → Present
  M&T Securities, Inc.
  Marion, NY
• 06/2021 → Present
  Lpl Financial Llc
  Fairport, NY
• 06/2021 → Present
  Lpl Financial Llc
  Fairport, NY

Previous Registrations

• 2017-05-17 → 2021-06-09
  M&T Securities, Inc.
  Rochester, NY
  Penfield, NY
  Marion, NY
  Webster, NY
  Webster, NY
  Fairport, NY
  Fairport, NY
  Cheektowaga, NY
  Victor, NY
  Rochester, NY
  Syracuse, NY
  Baltimore, MD

Other Businesses

Passive Investment Activity: GPS 2 LLC, Real Estate LLC 1445 Camborn Drive Macedon NY 14502

Exams

• S66 Uniform Combined State Law Examination
  2017-05-16
• S63 Uniform Securities Agent State Law Examination
  1992-02-14

Other Names

• Michael Joseph Viscosi