# MICHAEL J SERIO

MICHAEL J SERIO is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with TRILOGY CAPITAL, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRILOGY CAPITAL, INC.](https://search.stillhousedata.com/firm/281597) | 2024-07-24 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2010-06-07 | 2011-12-08 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2010-05-24 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2004-08-06 | 2007-05-29 | — |
| [CIBC PRIVATE WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109644) | 2000-12-22 | 2004-06-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1302536)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1302536.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.