AdFi
MA

Michael Anthony Tretola

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

Melville, NYCRD #2868042Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
28 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 28 states
AlabamaAlaskaArizonaCaliforniaColoradoDelawareFloridaGeorgiaIllinoisIowaMarylandMassachusettsMinnesotaMississippiMissouriMontanaNew JerseyNew YorkNorth CarolinaOhioOklahomaPennsylvaniaRhode IslandSouth CarolinaTexasVirginiaWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/3/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/1997
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 12/28/2001
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 5/25/2001
Series 24
General Securities Principal Examination
Passed 11/12/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/25/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ARETE WEALTH Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH MANAGEMENT, LLCCurrent
7/21/2022Melville, NY
LADENBURG CAPITAL MANAGEMENT INC.
4/28/199711/20/2002BETHPAGE, NY
LADENBURG THALMANN & CO. INC.
11/20/200212/31/2020MELVILLE, NY
NATIONAL SECURITIES CORPORATION
1/4/20217/20/2022MELVILLE, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

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 Tretola 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.

Michael Anthony Tretola - Financial Advisor in Melville, NY | AdvisorFinder