Advisor at M&M Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M&M Wealth Management, LLC
Location
Fort Myers, FL 33912
Credentials
CFP®, Series 66
Industry experience
19 years
Guiseppi Morabito is a CFP® professional with 19 years of industry experience, currently serving as an advisor at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent, offering life, health, and annuity insurance products through his ownership of M&M Insurance Services, LLC. M&M Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and business entities. The firm offers both discretionary and non-discretionary services, employing varied trading styles and a broad range of investment vehicles, including alternative and private investments.
Based on M&M Wealth Management, LLC
Based on M&M Wealth Management, LLC
Fixed fees for pension consulting and financial planning services range from $100 to $15,000
1.50% annually
$400 per hour for pension consulting and financial planning services
Account minimum: $500,000
13410 Parker Commons Blvd, Suite 101
Fort Myers, FL 33912
Arizona · Florida · Ohio · Texas · Wisconsin
M&M Wealth Management, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63
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Series 65
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