Michael Anthony Derosa
Investment adviser representative at Dovetail Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
$333.1MFirm assets
8 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 assetsHourlyFixed or flat fee
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.
- Dovetail Wealth Management, LLCJan 2018 to now
- Self EmployedMar 2017 to now
- My Legacy Advisors, LLCMay 2019 to Oct 2025
- Sii Investments, Inc.Jul 2003 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dovetail Wealth Management, LLC
$333.1MAssets managed
857Clients
3Advisers
8 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
- 4079942
- Firm CRD
- 291068