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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

MICHAEL SPERO FURLA

Advisor at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

NEW YORK, NY | CHICAGO, IL

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Search this name across graphsid dfx:ria:a2c7be04-114c-1875-7cdd-8d50c2b5d705

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 8, 2017 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: CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
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: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: May 5, 2025
First registration: Sep 8, 2017
Dual registered: no
Other names: MICHAEL FURLA
IAPD individual key: 6855048

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
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC	Independent wealth	Nov 25, 2025	n/a	yes	CHICAGO, IL\|NEW YORK, NY	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 29, 2025	Aug 5, 2025	no	CHICAGO, IL	Previous registration
ORBA WEALTH ADVISORS, LLC	Former SEC adviser	Feb 14, 2025	May 28, 2026	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration
THE MATHER GROUP, LLC	Independent wealth	Sep 8, 2017	Jun 14, 2024	no	Chicago, IL\|CHICAGO, IL	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
ORBA WEALTH ADVISORS, LLC	LPL FINANCIAL LLC	May 28, 2026	Apr 29, 2025	-394	Firm change after gap	RIA to ibd
LPL FINANCIAL LLC	CITRIN COOPERMAN WEALTH MANAGEMENT, LLC	Aug 5, 2025	Nov 25, 2025	112	Firm change	Ibd to RIA
THE MATHER GROUP, LLC	ORBA WEALTH ADVISORS, LLC	Jun 14, 2024	Feb 14, 2025	245	Firm change	RIA to RIA

Relationships

Registered with (4)

→ CITRIN COOPERMAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ ORBA WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 14, 2025 to May 28, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 29, 2025 to Aug 5, 2025factForm ADV
→ THE MATHER GROUP, LLCRegistered adviserregistration: previous registration
Sep 8, 2017 to Jun 14, 2024factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
Michael Spero Furla left Orba Wealth Advisors, Llc for Lpl Financial Llc (registered 2025-04-29)
Form ADVobserved 3 days ago
Occurred
Aug 5, 2025
Advisor changed firm
Michael Spero Furla left Lpl Financial Llc for Citrin Cooperman Wealth Management, Llc (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Jun 14, 2024
Advisor changed firm
Michael Spero Furla left The Mather Group, Llc for Orba Wealth Advisors, Llc (registered 2025-02-14)
Form ADVobserved 3 days ago