Michael John Soriero

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/1989 → Present
  Senior Planning Associates
  Toms River, NJ
• 03/2008 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 03/2008 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2002-06-21 → 2008-03-24
  National Planning Corporation
  Tome River, NJ

Other Businesses

SENIOR PLANNING ASSOCIATES INC; SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-07

Designations

• Certified Financial Planner