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Michael Lacivita

Trajan Wealth, L.L.C.

Lake Oswego, OR

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-08
  • OR RA
    APPROVED
    Since 2026-04-08

Branch Locations

5 Center Pointe Dr #400, Lake Oswego, OR 97035 • United States

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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
Fisher Investments Camas WA 08/2013 05/2021
Personal Capital Advisors Corporation Portland OR 05/2021 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 12/2024
Domain Money Advisors, Llc New York NY 01/2025 Present
Previous Registrations
Other Businesses

Through regular business activities Michael will participate in the sale of insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-06
  • S65 Uniform Investment Adviser Law Examination
    2017-06-06
Designations

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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