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Inactive

Michael Anthony Viselli

Mariner

Manasquan, NJ

Moorestown, NJ

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-06
  • NJ RA
    APPROVED
    Since 2025-03-06

Branch Locations

229 E Main St, Manasquan, NJ 08736 • United States

Moorestown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Princeton NJ 04/2010 09/2022
Charles Schwab Bank Ssb Princeton NJ 04/2010 09/2022
First American Trust Santa Ana CA 09/2022 07/2024
Apexium Financial, Lp Dallas TX 07/2024 12/2024
The Investment Center, Inc. Bala Cynwyd PA 08/2024 12/2024
Ic Advisory Services, Inc. Bala Cynwyd PA 08/2024 12/2024
Mariner Wealth Advisors Overland Park KS 02/2025 Present
  • 04/2010 → 09/2022
    Charles Schwab & Co., Inc
    Princeton, NJ
  • 04/2010 → 09/2022
    Charles Schwab Bank Ssb
    Princeton, NJ
  • 09/2022 → 07/2024
    First American Trust
    Santa Ana, CA
  • 07/2024 → 12/2024
    Apexium Financial, Lp
    Dallas, TX
  • 08/2024 → 12/2024
    The Investment Center, Inc.
    Bala Cynwyd, PA
  • 08/2024 → 12/2024
    Ic Advisory Services, Inc.
    Bala Cynwyd, PA
  • 02/2025 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2024-07-30 → 2025-01-03
    Apexium Financial Lp
    Dallas, TX
    Moorestown, NJ
  • 2024-08-20 → 2024-12-17
    Ic Advisory Services, Inc.
    Bala Cynwyd, PA
    Bedminster, NJ
  • 2010-10-06 → 2022-10-06
    Charles Schwab & Co., Inc.
    Wayne, PA
    Yardley, PA
    Princeton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-05
  • S66 Uniform Combined State Law Examination
    2010-10-05
Designations

View on SEC IAPD

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KML FINANCIAL SERVICES GROUP, L.L.C.
THE PRIVATE CLIENT ADVISORY GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
AEGIS CAPITAL CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RILEX CAPITAL LLC

Other Investors

Nicholas Alfred Gargiulo
MARK ANTHONY FACCONE
Renee Danielle Pepia
J SCOTT SAVAGE
JOHN JOSEPH LEE
KENNETH PATRICK LEBLANC
DANIEL ANTHONY DELROSSO
JAMES DESSJUK

Other Offices

PERSONAL FINANCIAL SOLUTIONS, LLC · MANASQUAN, NJ
KML FINANCIAL SERVICES GROUP, L.L.C. · MANASQUAN, NJ
THE PRIVATE CLIENT ADVISORY GROUP, LLC · MANASQUAN, NJ
CETERA INVESTMENT ADVISERS LLC · MANASQUAN, NJ
PERSONAL FINANCIAL SOLUTIONS, LLC · Manasquan, NJ
AEGIS CAPITAL CORP. · MANASQUAN, NJ
LPL FINANCIAL LLC · MANASQUAN, NJ
OSAIC WEALTH, INC. · Manasquan, NJ

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