Michael Henry Agnello
Investment adviser representative at Agnello Financial Group, Inc.
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$378.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Agnello Financial Group, Inc.Dec 1992 to now
- Fsc Securities CorporationApr 1993 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Agnello Financial Group, Inc.
$378.6MAssets managed
173Clients
2Advisers
9 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
- 2025639
- Firm CRD
- 141522