Michael Vincent Ciarlo
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Institutions, Inc.Jan 2025 to now
- Ballston Spa National BankJan 2025 to now
- College of Staten IslandAug 2024 to Dec 2024
- Ballston Spa National BankJun 2024 to Aug 2024
- Shop RiteSep 2023 to Nov 2023
- UnemployedAug 2023 to Sep 2023
- Rainbow International Restoration/curatola ContractingJun 2022 to Aug 2023
- Stewart's ShopsMay 2021 to Dec 2021
- UberJan 2020 to Jan 2025
- Full-time StudentAug 2019 to Jan 2020
- Classic PizzaAug 2018 to Aug 2019
- Unemployed/high School StudentJan 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 8031756
- Firm CRD
- 35371