Michael Alimo has been Managing Member/CCO of U.S.A. Financial & Tax Services since February 2021, is a control person of the firm and directly owns 75% or more of it. Michael Alimo studied at New York Institute of Technology.
U.S.A. Financial & Tax Services, LLC is a Farmington, CT firm with $159M under management, 660 clients and 3 advisers in one office, as of its April 2026 filing.
Michael Alimo is President & Owner of USA Financial and Tax Services. He works with his team on retirement income and insurance planning and partners with CPAs and estate planning attorneys. He has been in the financial industry since 1984 and founded the firm in 2000.
Michael Alimo’s longest registration was 8 years at CG Advisory Services (2012–2021). Before joining U.S.A. Financial & Tax Services in 2021, Michael Alimo was registered through CG Advisory Services and American Investment Services.
- – present · 4 yearsFarmington, CT · Adviser representative · Firm CRD 306214
- CG Advisory Services– · 8 yearsGlastonbury, CT · Adviser representative · Firm CRD 110929
- American Investment Services– · 3 yearsMonroe, CT · Adviser representative · Firm CRD 144088
- Waddell & Reed, Inc.– · 5 yearsHamden, CT · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Michael Alimo is registered as an investment adviser representative in Connecticut, since November 2021.
- ConnecticutSince 5 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 March 2004 |
| Series 7 | General Securities Representative Examination | 12 February 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Alimo
- CRD
- 4727586
- Firm
- U.S.A. Financial & Tax Services · CRD 306214
- Role
- Managing Member/CCO
- Office
- 855 FARMINGTON AVE, Farmington, CT 06032
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- usafinancialandtaxservices.com
Where does Michael Alimo work?
Michael Alimo has been Managing Member/CCO of U.S.A. Financial & Tax Services, LLC since February 2021, and is a control person of the firm.
Is Michael Alimo a financial advisor?
Yes. Michael Alimo has a current investment-adviser registration in Connecticut, through U.S.A. Financial & Tax Services since November 2021.
How many years of experience does Michael Alimo have?
Michael Alimo has 22 years in the financial industry, since March 2004, across 4 adviser firms.
What exams has Michael Alimo passed?
Michael Alimo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2004.
Where did Michael Alimo work before U.S.A. Financial & Tax Services?
Before U.S.A. Financial & Tax Services, Michael Alimo was registered through CG Advisory Services, December 2012 to November 2021; American Investment Services, December 2009 to December 2012; Waddell & Reed, Inc., March 2004 to December 2009.
Where is Michael Alimo based?
Michael Alimo’s registered office is in Farmington, CT.
Is Michael Alimo registered with FINRA?
No. Michael Alimo has no current broker registration.
How can I verify Michael Alimo’s record?
Search CRD 4727586 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Alimo’s full registration record.