DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Joseph Zambelli
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michael Joseph Zambelli
At current firm
11 y
since Sep 4, 2015
In the industry
24 y
since Feb 15, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cornerstone Advisors Asset Management, LLC other currentsince Sep 4, 2015 · Bethlehem, Pa
- Cornerstone Institutional Investors, LLC formerSep 3, 2015 to Dec 31, 2017 · Bethlehem, Pa
- Advice And Planning Services BD affiliatedMar 10, 2014 to Aug 12, 2015 · Center Valley, Pa
- Pnc Wealth Management BD affiliatedDec 17, 2004 to Jun 20, 2005 · Willow Grove, Pa
- Ameriprise Financial Services, LLC national BDJul 21, 2003 to Dec 17, 2004 · Allentown, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Institutional Investors, LLC to Cornerstone Advisors Asset Management, LLCleft Dec 31, 2017, registered Sep 4, 2015 (-849 days) · channel change inside one enterprise, not a move · moved with a team
- Advice And Planning Services to Cornerstone Institutional Investors, LLCleft Aug 12, 2015, registered Sep 3, 2015 (22 days) · Other
- Pnc Wealth Management to Advice And Planning Servicesleft Jun 20, 2005, registered Mar 10, 2014 (3185 days) · Other
- Ameriprise Financial Services, LLC to Pnc Wealth Managementleft Dec 17, 2004, registered Dec 17, 2004 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address