Michael Di Fabio
Advisor at Edward Jones
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.
Advisor at Edward Jones
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.
Location
Latham, NY 12110-4024
Credentials
Series 66
Industry experience
5 years
Michael Di Fabio is a Series 66 licensed financial advisor with Edward Jones in Latham, NY, where he has worked since 2020. He has five years of industry experience, including prior roles at Sherwin Williams and David Phillips CPA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
596 New Loudon Rd
Latham, NY 12110-4024
Missouri · New York
Edward Jones
2020 - Present (6 years)
Sherwin Williams
2018 - 2020 (2 years)
Student
2018 - 2018 (1 year)
David Phillips CPA
2017 - 2017 (1 year)
Albany Pet Lodge
2016 - 2018 (2 years)
Student
2015 - 2017 (2 years)
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