Michael Anthony Marinelli
Investment adviser representative at Trajan Wealth, L.L.C.
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trajan Wealth, L.L.C.Nov 2024 to now
- Bank of America, N.ANov 2019 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Nov 2024
- UnemployedMar 2019 to Sep 2019
- Morgan StanleyJul 2018 to Feb 2019
- Diamond Asset ManagementJan 2018 to Feb 2018
- University of Economics, PragueAug 2017 to Dec 2017
- Arizona State UniversityAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 6946475
- Firm CRD
- 158847