Michael Anthony Portincaso
Investment Adviser Representative at Encompass MORE Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Anthony Portincaso is an investment adviser representative with Encompass MORE Asset Management LLC in Crystal Lake, IL, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with Verity Asset Management. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 3 (commodity futures). They are registered to provide investment advice in Illinois and Texas.
Registrations & licenses
- Investment adviser:
- Illinois, Texas
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.
- Verity Asset ManagementMay 2022 – Dec 2022Durham, NC
- Appreciation FinancialFeb 2022 – no end date reportedHenderson, NV
- ED&F Man Capital Markets IncJan 2021 – Feb 2022Chicago, IL
- UnemployedDec 2020 – Jan 2021Crystal Lake, IL
- Mizuho Securities USA LLCJan 2019 – Nov 2020Chicago, IL
- BGC Financial LPDec 2013 – Dec 2018Chicago, IL
- Encompass More Asset Management LLCAug 2022 – no end date reportedDanville, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Encompass MORE Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
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
Retirement planning services, products, and platforms aimed at helping clients achieve a comfortable retirement lifestyle
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 86
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Danville, CA
- SEC file number:
- 801-126102
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Encompass MORE Asset Management LLC
Showing 12 of 86 in the directory
Similar advisors in Crystal Lake, IL
Other advisors whose filed branch office is in the same city.
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 Portincaso 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched