Michael Henry Mongiello
Investment adviser representative at Old Bridge Wealth, Inc
14 yearsExperience
1 stateRegistered in
$150.6MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Old Bridge Wealth, Inc.Aug 2024 to now
- Scf Investment Advisors, IncMar 2018 to now
- Scf Securities, IncMar 2018 to now
- Anvil Mechanical IncJan 2018 to Feb 2022
- EisneramperJan 2015 to Jan 2018
- Securities America, Inc.Nov 2012 to Mar 2018
- United AdvisorsNov 2012 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Old Bridge Wealth, Inc
$150.6MAssets managed
296Clients
3Advisers
2 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
- 4630706
- Firm CRD
- 332180