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RIA / WealthAdvisor23 years in industry

MICHAEL HENRY MONGIELLO

Advisor at OLD BRIDGE WEALTH, INC

SYOSSET, NY

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Search this name across graphsid dfx:ria:910a2f57-af4d-6662-91f5-cd6b945528cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2003 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: OLD BRIDGE WEALTH, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 11, 2003
First registration: Jun 12, 2003
Dual registered: no
Other names: MICHAEL MONGIELLO
IAPD individual key: 4630706

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
OLD BRIDGE WEALTH, INC	Independent wealth	Oct 29, 2024	n/a	yes	SYOSSET, NY	Current employment
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Mar 29, 2018	Dec 24, 2024	no	SYOSSET, NY\|SAN DIEGO, CA\|NEW ROCHELLE, NY	Previous registration
UNITED ADVISORS	Former SEC adviser	Nov 27, 2012	May 24, 2018	no	NEW YORK, NY	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Oct 7, 2005	Nov 20, 2012	no	HOLBROOK, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 12, 2003	Dec 16, 2004	no	STAMFORD, CT	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
SCF INVESTMENT ADVISORS, INC.	OLD BRIDGE WEALTH, INC	Dec 24, 2024	Oct 29, 2024	-56	Firm change after gap	Ibd to new firm
UNITED ADVISORS	SCF INVESTMENT ADVISORS, INC.	May 24, 2018	Mar 29, 2018	-56	Firm change after gap	Other
AMERICAN PORTFOLIOS ADVISORS, INC	UNITED ADVISORS	Nov 20, 2012	Nov 27, 2012	7	Firm change	Other
EQUITABLE ADVISORS, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Dec 16, 2004	Oct 7, 2005	295	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
123608:332180:NY:2024-12-24	Dec 24, 2024	Oct 29, 2024	NEW ROCHELLE, NY	Firm change after gap

Relationships

Registered with (5)

→ OLD BRIDGE WEALTH, INCRegistered adviserregistration: current employment
Oct 29, 2024 to presentfactForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Mar 29, 2018 to Dec 24, 2024factForm ADV
→ UNITED ADVISORSRegistered adviserregistration: previous registration
Nov 27, 2012 to May 24, 2018factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Oct 7, 2005 to Nov 20, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 12, 2003 to Dec 16, 2004factForm ADV

Dated events

Occurred
Dec 24, 2024
Advisor changed firm
Michael Henry Mongiello left Scf Investment Advisors, Inc. for Old Bridge Wealth, Inc (registered 2024-10-29)
Form ADVobserved 5 days ago