MICHAEL DANIEL CIOCCA is an investment adviser representative (IAR) with state registration records since 2017, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-22 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2023-10-16 | 2024-02-13 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2021-07-06 | 2023-10-19 | — |
| LPL FINANCIAL LLC | 2018-07-24 | 2021-05-24 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2017-08-10 | 2018-04-27 | — |
| NATIONAL PLANNING CORPORATION | 2017-05-31 | 2017-08-04 | — |