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 Anthony Viselli
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Mar 6, 2025
In the industry
16 y
since Apr 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince Mar 6, 2025 · Manasquan, Nj
- Ic Advisory Services, Inc. formerAug 20, 2024 to Dec 17, 2024 · Bala Cynwyd, Pa
- Apexium Financial LP formerJul 30, 2024 to Jan 3, 2025 · Dallas, Tx
- Charles Schwab & Co., Inc. national BDOct 6, 2010 to Oct 6, 2022 · Wayne, Pa
Moves
a registration end followed by a registration begin elsewhere
- Apexium Financial LP to Ic Advisory Services, Inc.left Jan 3, 2025, registered Aug 20, 2024 (-136 days) · RIA to affiliated broker-dealer or bank
- Ic Advisory Services, Inc. to Marinerleft Dec 17, 2024, registered Mar 6, 2025 (79 days) · Affiliated broker-dealer or bank to another
- Charles Schwab & Co., Inc. to Apexium Financial LPleft Oct 6, 2022, registered Jul 30, 2024 (663 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Michael Anthony Viselli left Apexium Financial Lp for Ic Advisory Services, Inc. (registered 2024-08-20)Jan 3, 2025 · Advisor changed firm · fact
- Michael Anthony Viselli left Ic Advisory Services, Inc. for Mariner (registered 2025-03-06)Dec 17, 2024 · Advisor changed firm · fact
- Michael Anthony Viselli left Charles Schwab & Co., Inc. for Apexium Financial Lp (registered 2024-07-30)Oct 6, 2022 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address