Michael Staffieri, financial advisor Mesa AZ

Michael Staffieri

CRD Number: 1354753
Current Firm: Rovin Capital

Michael Staffieri (CRD# 1354753) is an Investment Advisor Representative working at Rovin Capital in Mesa, AZ and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rovin Capital San Diego, CA Feb 2010 - Current 14
Rovin Capital Newport Beach, CA Oct 1978 - Current 45
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Sep 2017 5
First Allied Securities, Inc. San Diego, Ca, CA Nov 2009 - Sep 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Mar 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Staffieri
Phone Number: 480-739-2110
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    479
    MILLIONS
  • Total Number of Accounts
    1,572
    ACCOUNTS
  • Average Account Value
    $304,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, SC, TX, UT

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