Michael Diotalevi

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2014 → 05/2019
  Voya Financial Advisors
  Braintree, MA
• 08/2017 → 09/2018
  The Virtual Realty Group
  Boston, MA
• 03/2019 → 05/2019
  Exp Realty
  Boston, MA
• 05/2019 → 11/2020
  Citizens Securities, Inc.
  Ludlow, MA
• 11/2020 → 11/2022
  Personal Capital Advisors Corporation
  Marina Del Rey, CA
• 11/2022 → 04/2023
  Personal Capital Advisors Corporation
  San Diego, CA
• 04/2023 → 04/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2024 → Present
  Fisher Investments
  Plano, TX
• 05/2023 → 04/2024
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2023-04-03 → 2024-04-22
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Oakland Park, FL
  Greenwood Village, CO
• 2020-11-18 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Fort Lauderdale, FL
  Marina Del Rey, CA
  San Diego, CA
• 2019-06-03 → 2020-11-06
  Citizens Securities, Inc.
  Springfield, MA
  Hudson, MA
  Feeding Hills, MA
  East Springfield, MA
  Ludlow, MA
  Greenfield, MA
  Springfield, MA
• 2014-01-15 → 2019-05-17
  Voya Financial Advisors, Inc.
  Windsor, CT
  Braintree, MA
  Braintree, MA
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-14
• S66 Uniform Combined State Law Examination
  2013-11-30

Other Names

• Michael J Diotalevi
• Michael John Diotalevi