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RIA / WealthAdvisorCertified Financial Planner16 years in industry

MICHAEL ANTHONY VISELLI

Advisor at MARINER

Moorestown, NJ | Manasquan, NJ

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Search this name across graphsid dfx:ria:e9979f3a-aaef-99b3-38f1-dd3d84b59b8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Oct 6, 2010 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: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 5, 2010
First registration: Oct 6, 2010
Dual registered: no
IAPD individual key: 5780550

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
Mariner	Bd affiliated wealth	Mar 6, 2025	n/a	yes	Manasquan, NJ\|Moorestown, NJ	Current employment
IC ADVISORY SERVICES, INC.	Former SEC adviser	Aug 20, 2024	Dec 17, 2024	no	BALA CYNWYD, PA\|BEDMINSTER, NJ	Previous registration
APEXIUM FINANCIAL LP	Former SEC adviser	Jul 30, 2024	Jan 3, 2025	no	DALLAS, TX\|Moorestown, NJ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 6, 2010	Oct 6, 2022	no	Wayne, PA\|Yardley, PA\|Princeton, 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
APEXIUM FINANCIAL LP	IC ADVISORY SERVICES, INC.	Jan 3, 2025	Aug 20, 2024	-136	Firm change after gap	RIA to ibd
IC ADVISORY SERVICES, INC.	Mariner	Dec 17, 2024	Mar 6, 2025	79	Firm change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	APEXIUM FINANCIAL LP	Oct 6, 2022	Jul 30, 2024	663	Firm change after gap	Ibd to RIA

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ APEXIUM FINANCIAL LPRegistered adviserregistration: previous registration
Jul 30, 2024 to Jan 3, 2025factForm ADV
→ IC ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 20, 2024 to Dec 17, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 6, 2010 to Oct 6, 2022factForm ADV

Dated events

Occurred
Jan 3, 2025
Advisor changed firm
Michael Anthony Viselli left Apexium Financial Lp for Ic Advisory Services, Inc. (registered 2024-08-20)
Form ADVobserved 4 days ago
Occurred
Dec 17, 2024
Advisor changed firm
Michael Anthony Viselli left Ic Advisory Services, Inc. for Mariner (registered 2025-03-06)
Form ADVobserved 4 days ago
Occurred
Oct 6, 2022
Advisor changed firm
Michael Anthony Viselli left Charles Schwab & Co., Inc. for Apexium Financial Lp (registered 2024-07-30)
Form ADVobserved 4 days ago