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Advisor at MINICHMACGREGOR WEALTH MANAGEMENT, LLC
ALBANY, NY | SARATOGA SPRINGS, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | Independent wealth | Aug 26, 2025 | n/a | yes | SARATOGA SPRINGS, NY|ALBANY, NY | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Mar 18, 2022 | Aug 22, 2025 | no | Oswego, NY|MORRISTOWN, NJ|Delmar, NY|South Burlington, VT|South Burlington, VT | Previous registration |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | Independent wealth | Nov 12, 2019 | Feb 7, 2022 | no | SCHENECTADY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | Aug 22, 2025 | Aug 26, 2025 | 4 | Firm change | Ibd to RIA |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | PRIVATE ADVISOR GROUP, LLC | Feb 7, 2022 | Mar 18, 2022 | 39 | Firm change | RIA to ibd |