Michael Nozzarella has been Managing Director of Tarbox Family Office since January 2006, is a control person of the firm and directly owns between 10% and 25% of it. Michael Nozzarella holds a Bachelor of Science in Finance from the University of Florida.
Tarbox Family Office, Inc. is a Newport Beach, CA firm with $954M under management, 230 clients and 6 advisers in one office, as of its March 2026 filing.
Mike Nozzarella is Director of Wealth Management of Tarbox Family Office, based in Newport Beach, CA. He has been with Tarbox for over twenty years and served as Chief Investment Officer for the last decade before assuming this role. He provides comprehensive financial planning for client families and their related businesses and charitable entities. Earlier he was a senior financial analyst and division finance manager at Electronic Data Systems (EDS).
- Tarbox Family Office, Inc.Current– present · 22 yearsNewport Beach, CA · Adviser representative · Firm CRD 106079
Professional designations
Listed by Tarbox Family Office
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Michael Nozzarella is registered as an investment adviser representative in 2 states. The first approvals date from April 2004; the most recent is Texas, in March 2024.
- CaliforniaSince 29 April 2004
- TexasSince 28 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael J Nozzarella
- CRD
- 4795933
- Firm
- Tarbox Family Office · CRD 106079
- Role
- Managing Director
- Office
- 500 NEWPORT CENTER DRIVE, SUITE 500, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tarbox.com
Where does Michael Nozzarella work?
Michael Nozzarella has been Managing Director of Tarbox Family Office, Inc. since January 2006, and is a control person of the firm.
Is Michael Nozzarella a financial advisor?
Yes. Michael Nozzarella has a current investment-adviser registration in California and Texas, through Tarbox Family Office since April 2004.
How many years of experience does Michael Nozzarella have?
Michael Nozzarella has 22 years in the financial industry, since April 2004, across 1 adviser firm.
What exams has Michael Nozzarella passed?
Michael Nozzarella passed the Series 65 in November 1999.
Where is Michael Nozzarella based?
Michael Nozzarella’s registered office is in Newport Beach, CA.
Is Michael Nozzarella registered with FINRA?
No. Michael Nozzarella has no current broker registration.
Is Michael Nozzarella a CFP?
Tarbox Family Office lists Michael Nozzarella with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Nozzarella’s record?
Search CRD 4795933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Nozzarella’s full registration record.
