Michael Rosario Testa
Investment Adviser Representative at Tailored Wealth Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Rosario Testa is an investment adviser representative with Tailored Wealth Solutions in Saratoga Springs, NY, where they have been registered since 2026. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Eagle Strategies LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in New York.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
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.
- Nylife Securities LLCMar 2015 – Mar 2026Latham, NY
- NEW YORK LIFE Insurance CompanyMar 2015 – Mar 2026Latham, NY
- Eagle Strategies LLCMar 2015 – Mar 2026Latham, NY
- Tarella Financial GroupJul 2015 – Sep 2019Saratoga Springs, NY
- Tarella AND Testa Financial GroupSep 2019 – Apr 2021Sratoga Springs, NY
- Tailored Wealth SolutionsApr 2021 – no end date reportedSaratoga Springs, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tailored Wealth Solutions
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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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 Rosario Testa 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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