Advisor at Trajan Wealth, L.L.C.
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
Trajan Wealth, L.L.C.
Location
Sunrise, FL 33323
Credentials
Series 63, Series 65
Industry experience
6 years
Michael Marinelli is a financial advisor at Trajan Wealth, L.L.C. with six years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Morgan Stanley. Marinelli is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, tailoring its investment approach to client objectives and using a combination of fundamental, technical, and cyclical analysis.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
1560 Sawgrass Corporate Parkway, 4th Floor
Sunrise, FL 33323
Florida
Trajan Wealth, LLC.
2024 - Present (2 years)
bank of America, N.A
2019 - 2024 (5 years)
Merrill
2019 - 2024 (5 years)
Unemployed
2019 - 2019 (1 year)
Morgan Stanley
2018 - 2019 (1 year)
Diamond Asset Management
2018 - 2018 (1 year)
University of Economics, Prague
2017 - 2017 (1 year)
Peak Campus, Vertex Student Apartments
2015 - 2016 (1 year)
Arizona State University
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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