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RIA / WealthAdvisor22 years in industry

MICHAEL STEVEN MAGLIO

Advisor at CHARTER ADVISORY GROUP

Bedminster, NJ

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Search this name across graphsid dfx:ria:567abc2d-c83c-eefe-7898-6824ff97aad1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 6, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARTER ADVISORY GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 17, 2004
First registration: Jul 6, 2004
Dual registered: no
IAPD individual key: 2165888

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARTER ADVISORY GROUP	State registered	Jan 1, 2026	n/a	yes	Bedminster, NJ	Current employment
CHARTER ADVISORY GROUP	State registered	Jan 10, 2018	Dec 31, 2020	no	BEDMINSTER, NJ	Previous registration
CHARTER ADVISORY GROUP	State registered	Aug 5, 2016	Dec 31, 2017	no	BEDMINSTER, NJ	Previous registration
MARINER WEALTH ADVISORS	Former SEC adviser	Dec 21, 2012	Jun 16, 2014	no	OVERLAND PARK, KS	Previous registration
BRINTON EATON	Former SEC adviser	Nov 13, 2012	Dec 21, 2012	no	MADISON, NJ	Previous registration
DELOITTE INVESTMENT ADVISORS LLC	n/a	Jul 6, 2004	Nov 9, 2005	no	PARSIPPANY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARINER WEALTH ADVISORS	CHARTER ADVISORY GROUP	Jun 16, 2014	Aug 5, 2016	781	Firm change after gap	Other
BRINTON EATON	MARINER WEALTH ADVISORS	Dec 21, 2012	Dec 21, 2012	0	Firm change	Other
DELOITTE INVESTMENT ADVISORS LLC	BRINTON EATON	Nov 9, 2005	Nov 13, 2012	2,561	Firm change after gap	Other

Relationships

Registered with (4)

→ CHARTER ADVISORY GROUPRegistered adviserregistration: previous registration
Jan 10, 2018 to Dec 31, 2020factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserregistration: previous registration
Dec 21, 2012 to Jun 16, 2014factForm ADV
→ BRINTON EATONRegistered adviserregistration: previous registration
Nov 13, 2012 to Dec 21, 2012factForm ADV
→ DELOITTE INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jul 6, 2004 to Nov 9, 2005factForm ADV

Dated events

No dated event names this entity yet.