Michael J. Masilunas

SOLID OAK ADVISORY

PITTSBURGH, PA 15212

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CRD#: 4958234

Professional summary

Michael Joseph Masilunas is a registered financial advisor currently at SOLID OAK ADVISORY located in Pittsburgh, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

COORDINATED TAX MANAGEMENT, LLC POSITION: Business Owner NATURE: Tax and Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2011 ADDRESS: 65 Seldom Seen Rd., Bradfordwoods, PA 15015 DESCRIPTION: Prepare tax returns for clients, Assist with bookkeeping SOLID OAK RISK MANAGEMENT CO POSITION: Managing Member/Insurance Agent NATURE: Insurance sales (Life, Accident, & Health) INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 hrs/month ADDRESS: 65 Seldom Seen Road, Bradfordwoods, PA 15015 DESCRIPTION: Insurance sales MICHAEL MASILUNAS/B2B POSITION: Sales NATURE:tax software INVESTMENT RELATED: No NUMBER OF HOURS: 40 hrs/mth DESCRIPTION: product developement MICHAEL MASILUNAS GENERAL PARTNER TO PRIVATE EQUITY FUND NO TIME SPENT; STARTED 07/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Masilunas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2019 - Present

SOLID OAK ADVISORY

Office #1: 100 South Commons Suite 102, Pittsburgh, PA 15212

RIA

CRD#: 300575

PITTSBURGH, PA

Past

April 25, 2014 - June 20, 2019

CAPITAL ANALYSTS

RIA

CRD#: 162200

Pittsburgh, PA

Past

April 1, 2011 - June 20, 2019

LINCOLN INVESTMENT

RIA

CRD#: 519

Wexford, PA

Past

April 1, 2011 - June 20, 2019

LINCOLN INVESTMENT

CRD#: 519

Wexford, PA

Past

September 19, 2008 - March 16, 2011

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

CANONSBURG, PA

Past

October 10, 2007 - March 16, 2011

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

CANONSBURG, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/26/2020)

IAR

Pennsylvania
(6/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2007

General Securities Representative Examination

Current Firm

SOLID OAK ADVISORY

SOLID OAK ADVISORY | SOLID OAK PLANNING CO

CRD#: 300575 / SEC#:

Ohio

Registered Investment Advisory firm - (10/26/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/5/2019 Approved)

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Contact information

Main Address

100 South Commons Suite 102, Pittsburgh, PA 15212

Mailing Address

Phone number

(724) 221-7272

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 1,954,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael J. Masilunas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Masilunas's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLID OAK ADVISORY

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2008

SIE

Date: 10/1/2018

Series 7

Date: 10/8/2007

Current Firm

SOLID OAK ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOLID OAK ADVISORY

TRUST BUT VERIFY

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