Michael Alongi has been an investment adviser representative at Wealth Teams Alliance since October 2015, and is not listed among the firm’s executive officers or direct owners.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
Michael Alongi is Wealth Coach of Wealth Teams Alliance, based in Irvine, California, and an Investment Advisory Representative of AP2 Retirement Income Advisors. He has worked with businesses in Southern California since the mid-1970s. After a consulting firm he and his partners created in 2008 was sold in 2010, he joined AXA Advisors as an Investment Advisor Representative. In the fall of 2015 he joined Dane Petchul to establish AP2 Retirement Income Advisors.
Michael Alongi’s longest registration is the current one, 11 years at Wealth Teams Alliance since 2015. Before joining Wealth Teams Alliance in 2015, Michael Alongi was registered through Signature Resources Capital Management, LLC and Axa Advisors, LLC.
- Wealth Teams AllianceCurrent– present · 11 yearsIrvine, CA · Adviser representative · Firm CRD 168907
- Signature Resources Capital Management, LLC– · 1 yearIrvine, CA · Adviser representative · Firm CRD 144069
- Axa Advisors, LLC– · 3 yearsLadera Ranch, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Michael Alongi is registered as an investment adviser representative in California, since October 2015.
- CaliforniaSince 14 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 July 2010 |
| Series 7 | General Securities Representative Examination | 15 June 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Francis Alongi
- CRD
- 5780527
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- 16755 Von Karman, #200, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealth-teams.com
Where does Michael Alongi work?
Michael Alongi is an investment adviser representative registered through Wealth Teams Alliance Inc. since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Michael Alongi a financial advisor?
Yes. Michael Alongi has a current investment-adviser registration in California, through Wealth Teams Alliance since October 2015.
How many years of experience does Michael Alongi have?
Michael Alongi has 16 years in the financial industry, since October 2010, across 3 adviser firms.
What exams has Michael Alongi passed?
Michael Alongi has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2010. FINRA credited Michael Alongi with the SIE, which began in October 2018.
Where did Michael Alongi work before Wealth Teams Alliance?
Before Wealth Teams Alliance, Michael Alongi was registered through Signature Resources Capital Management, LLC, April 2014 to October 2015; Axa Advisors, LLC, September 2010 to March 2014.
Where is Michael Alongi based?
Michael Alongi’s registered office is in Irvine, CA.
Is Michael Alongi registered with FINRA?
No. Michael Alongi has no current broker registration.
How can I verify Michael Alongi’s record?
Search CRD 5780527 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Alongi’s full registration record.
