Michael Anthony Marinelli
Investment Adviser Representative at Trajan Wealth, L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Anthony Marinelli is an investment adviser representative with Trajan Wealth, L.L.C. in Sunrise, FL, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyJul 2018 – Feb 2019Gilbert, AZ
- Arizona State UniversityAug 2014 – Aug 2018Tempe, AZ
- Diamond Asset ManagementJan 2018 – Feb 2018Tempe, AZ
- University of Economics, PragueAug 2017 – Dec 2017Prague
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 – Nov 2024Chandler, AZ
- UnemployedMar 2019 – Sep 2019Phoenix, AZ
- BANK OF America, N.ANov 2019 – Nov 2024Chandler, AZ
- Trajan Wealth, LLC.Nov 2024 – no end date reportedScottsdale, AZ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trajan Wealth, L.L.C.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-100392
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Trajan Wealth, L.L.C.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Anthony Marinelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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