Michael Ciocca
Advisor at Fidelity
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 Fidelity
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.
Michael Ciocca is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. He has accumulated experience in the financial services industry through positions such as Vice President Financial Consultant at Charles Schwab Inc. from 2023 to 2024, Senior Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2023, and Financial Advisor at LPL Financial from 2018 to 2021.
Michael holds a California Insurance License and applies his core business beliefs and values to treat clients with care, emphasizing proactive planning to prevent reactive repair.
Outside of his professional work, Michael enjoys attending concerts, fitness activities, golf, snowboarding, and traveling.
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2024 - Present (2 years)
Charles Schwab Bank, SSB
2023 - 2024 (1 year)
Charles Schwab & Co., Inc.
2021 - 2024 (3 years)
Schwab Wealth Advisory, Inc.
2021 - 2023 (2 years)
UnEmployed
2018 - 2018 (1 year)
LPL FINANCIAL LLc
2018 - 2021 (3 years)
Ameriprise Financial Services, inc.
2017 - 2018 (1 year)
Adam Goldstein & Associate ( CFP)
2017 - 2018 (1 year)
NPC DBA Allegiance Group
2016 - 2017 (1 year)
National Planing Corporation
2016 - 2017 (1 year)
Allegiance Financial Group
2015 - 2017 (2 years)
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