Michael Paul Pallozzi
Investment adviser representative at Hfm Investment Advisors, LLC
22 yearsExperience
4 statesRegistered in
$404.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Hfm Investment Advisors, Inc.Jan 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, PA, TX).
Hfm Investment Advisors, LLC
$404.1MAssets managed
580Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1936691
- Firm CRD
- 289103