Michael Daniel Ciocca
Advisor at Fidelity — Reno, NV Kietzke Ln
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Reno, NV 89511-3040
Fidelity
Institution
Michael Ciocca is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. He has accumulated experience in the financial services industry through positions such as Vice President Financial Consultant at Charles Schwab Inc. from 2023 to 2024, Senior Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2023, and Financial Advisor at LPL Financial from 2018 to 2021.
Michael holds a California Insurance License and applies his core business beliefs and values to treat clients with care, emphasizing proactive planning to prevent reactive repair.
Outside of his professional work, Michael enjoys attending concerts, fitness activities, golf, snowboarding, and traveling.
Based on Fidelity
Reno, NV Kietzke Ln
5520 Kietzke Ln, Suite 100
Reno NV 89511-3040
Advisors at this office
20
Nevada
9 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIDELITY INVESTMENTS
2024 - Present • 2 years
Reno, NV
Charles Schwab Bank, SSB
2023 - 2024 • 1 year
Reno, NV
Charles Schwab
2021 - 2024 • 3 years
Reno, NV
Schwab Wealth Advisory
2021 - 2023 • 2 years
Lone Tree, CO
UnEmployed
2018 - 2018 • 1 year
Los Angeles, CA
LPL Financial
2018 - 2021 • 3 years
Denver, CO
Ameriprise Financial Services, inc.
2017 - 2018 • 1 year
Calabasas, CA
Adam Goldstein & Associate ( CFP)
2017 - 2018 • 1 year
Calabasaas, CA
NPC DBA Allegiance Group
2016 - 2017 • 1 year
Woodland Hills, CA
National Planing Corporation
2016 - 2017 • 1 year
Woodland Hills, CA
Allegiance Financial Group
2015 - 2017 • 2 years
Woodland Hills, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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