Michael Mongiello has been an investment adviser representative at Old Bridge Wealth since October 2024, and is not listed among the firm’s executive officers or direct owners.
Old Bridge Wealth, Inc is a Syosset, NY firm with $151M under management, 296 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Michael Mongiello’s longest registration was 7 years at American Portfolios Advisors, Inc (2005–2012). Before joining Old Bridge Wealth in 2024, Michael Mongiello was registered through SCF Investment Advisors, Inc. and United Advisors.
- Old Bridge Wealth, IncCurrent– present · 1 yearSyosset, NY · Adviser representative · Firm CRD 332180
- SCF Investment Advisors, Inc.– · 6 yearsNew Rochelle, NY · Adviser representative · Firm CRD 123608
- United Advisors– · 5 yearsNew York, NY · Adviser representative · Firm CRD 133668
- American Portfolios Advisors, Inc– · 7 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Axa Advisors, LLC– · 1 yearStamford, CT · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Michael Mongiello is registered as an investment adviser representative in New York, since October 2024.
- New YorkSince 29 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 June 2003 |
| Series 7 | General Securities Representative Examination | 1 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Henry Mongiello
- CRD
- 4630706
- Firm
- Old Bridge Wealth · CRD 332180
- Office
- 333 JACKSON AVE, STE 5, Syosset, NY 11791
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Mongiello work?
Michael Mongiello is an investment adviser representative registered through Old Bridge Wealth, Inc since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Mongiello a financial advisor?
Yes. Michael Mongiello has a current investment-adviser registration in New York, through Old Bridge Wealth since October 2024.
How many years of experience does Michael Mongiello have?
Michael Mongiello has 23 years in the financial industry, since May 2003, across 5 adviser firms.
What exams has Michael Mongiello passed?
Michael Mongiello has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2003. FINRA credited Michael Mongiello with the SIE, which began in October 2018.
Where did Michael Mongiello work before Old Bridge Wealth?
Before Old Bridge Wealth, Michael Mongiello was registered through United Advisors, November 2012 to May 2018; American Portfolios Advisors, Inc, October 2005 to November 2012; Axa Advisors, LLC, June 2003 to December 2004.
Where is Michael Mongiello based?
Michael Mongiello’s registered office is in Syosset, NY.
Is Michael Mongiello registered with FINRA?
No. Michael Mongiello has no current broker registration.
How can I verify Michael Mongiello’s record?
Search CRD 4630706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Mongiello’s full registration record.