Michael Piccoli has been an investment adviser representative at Woodstock Wealth Management since February 2022, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Michael Piccoli’s longest registration was 12 years at Park Avenue Securities LLC (2009–2022). Before joining Woodstock Wealth Management in 2022, Michael Piccoli was registered through Park Avenue Securities LLC.
- – present · 4 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 283472
- Park Avenue Securities LLC– · 12 yearsTequesta, FL · Adviser representative · Firm CRD 46173
Investment adviser representative registrations
Michael Piccoli is registered as an investment adviser representative in 3 states. Each was approved in February 2022.
- FloridaSince 14 February 2022
- Rhode IslandSince 4 February 2022
- TexasSince 4 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 April 2009 |
| Series 7 | General Securities Representative Examination | 31 March 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael A Piccoli
- CRD
- 5628378
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- 1501 Belvedere Road, Suite 500-517, West Palm Beach, FL 33406
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Piccoli work?
Michael Piccoli is an investment adviser representative registered through Woodstock Wealth Management, Inc. since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Piccoli a financial advisor?
Yes. Michael Piccoli has a current investment-adviser registration in Florida, Rhode Island and Texas, through Woodstock Wealth Management since February 2022.
How many years of experience does Michael Piccoli have?
Michael Piccoli has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has Michael Piccoli passed?
Michael Piccoli has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in March 2009. FINRA credited Michael Piccoli with the SIE, which began in October 2018.
Where is Michael Piccoli based?
Michael Piccoli’s registered office is in West Palm Beach, FL.
Is Michael Piccoli registered with FINRA?
No. Michael Piccoli has no current broker registration.
How can I verify Michael Piccoli’s record?
Search CRD 5628378 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Piccoli’s full registration record.