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Michael Difiore

Investment adviser representative at Hbw Advisory Services LLC
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
13 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
  • Seminars and workshops

Experience

10 years in the industry.

  1. Hbw Advisory Services LLCNov 2025 to now
  2. UnemployedJan 2023 to Sep 2025
  3. United Wholesale LendingMay 2021 to Jan 2023
  4. Wells FargoJun 2020 to May 2021
  5. JPMorgan ChaseJun 2016 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Hbw Advisory Services LLC

$1.7BAssets managed
13,864Clients
68Advisers
13 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
6725435
Firm CRD
143665
Advisor's SEC record (opens in a new tab)
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