Michael Rinaldi

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2015 → 01/2019
  Athena Capital Advisors
  Lincoln, MA
• 01/2019 → 06/2020
  Unemployed
  Westford, MA
• 06/2020 → 10/2022
  Northwestern Mutual
  Boston, MA
• 10/2022 → 10/2023
  Baystate Financial
  Boston, MA
• 09/2022 → 10/2023
  Massmutual
  Boston, MA
• 10/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-11-01 → 2023-11-09
  Mml Investors Services, Llc
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Michael Henry Rinaldi
• Michael Rinaldi