Michael Alfonse Baratta
Investment adviser representative at Fiscal Wisdom Wealth Management LLC
19 yearsExperience
3 statesRegistered in
ChFC®Designation
$386MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Arete Wealth MangagementDec 2024 to now
- Fiscal Wisdom Wealth Management, LLCJul 2020 to now
- Fiscal WisdomAug 2018 to now
- Smartlife Financial Group, LLCJul 2009 to now
- Fortress Brokerage SolutionsMay 2007 to now
- Portsmouth Financial ServicesMay 2020 to Sep 2024
- Securian Financial Services Inc.Sep 2016 to May 2020
- Virginia Asset ManagementSep 2016 to May 2020
- Minnesota Life Insurance CompanyJul 2007 to May 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, NV).
Fiscal Wisdom Wealth Management LLC
$386MAssets managed
2,828Clients
11Advisers
6 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
- 4546087
- Firm CRD
- 168299