Michael Vincent Mortellaro is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2023-12-05 | present | Yes |
| SIMPLICITY SOLUTIONS, LLC | 2021-07-13 | 2022-12-31 | — |
| ASSETMARK, INC. | 2019-10-03 | 2020-11-20 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2016-03-16 | 2019-08-23 | — |
| STRATEGIC ADVISERS LLC | 2008-08-04 | 2014-03-11 | — |