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 63, Series 65
Experience Industry experience
39 years
Location
Batavia, NY 14020
Merrill
Institution
Michael Grammatico is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career with E.F. Hutton in 1987, he has worked with a wide range of clients including individuals, non-profits, trusts, and corporations to help them preserve, grow, and distribute their wealth. His work encompasses family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, special needs planning, investment strategy, tax minimization, and retirement income. He aims to provide sound, straightforward investment advice and regularly educates his clients and reviews their financial progress.
Michael graduated with a B.S. in Accounting from the John Wiley Jones School of Business at SUNY Geneseo in 1987. He holds the Personal Investment Advisor (PIA) designation and has been involved in instructing investment classes through adult education programs early in his career. He serves on several boards including The Roundtable Athletic Association Board at SUNY Geneseo, Eagle Star Housing where he is president, and The Alliance of New York State YMCA's Board of Directors. He has also served on boards such as The Salvation Army Advisory Board, Genesee/Wyoming Family YMCA Board, The Jerome Foundation, Genesee Mercy Health Care Foundation, and The New York State YMCA Funds, Inc. Board.
Michael resides in Batavia with his wife, Sarah. They have three sons, Christopher, Tommy, and Luke, and three grandchildren, Stella, Anna, and Louie. His personal interests include basketball, golfing, racquetball, spending time with family, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Batavia, NY Masse Pl
21 Masse Pl
Batavia NY 14020
Advisors at this office
9
New York · Texas
39 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Batavia, NY
Merrill
2008 - Present • 18 years
Batavia, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Batavia, NY
Key Investment Services LLC
Mark Lomonaco is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, HSBC Securities (USA) Inc., and Chase Investment Services Corp. He has been with Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model featuring discretionary implementation and strategist-designed portfolios, with services integrated across KeyCorp affiliates.
Series 63, Series 66
Batavia, NY
Commonwealth Financial Network
Michael Restivo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Brighton Securities Corp. He is co-owner of Hicks Restivo LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad range of securities and insurance products.
Series 66
Batavia, NY
Commonwealth Financial Network
Stephen Hicks is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Brighton Securities Corp. for 18 years before joining Commonwealth and RFG Associates in 2025. Hicks is also co-owner of Hicks Restivo LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.
Series 66
Batavia, NY
Key Investment Services LLC
Jonathan Lomonaco is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has a varied work history including positions at Bob Johnson Auto Group and Northstar Recovery Services. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and integrates services with KeyCorp affiliates, offering both discretionary and non-discretionary investment solutions.
Series 63, Series 66
Attica, NY
HSBC Securities (USA) Inc.
Mark Helak is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Helak has been with HSBC Securities since 2022 and also works with HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types combining strategic and tactical asset allocation with fund due diligence, serving clients through both client-directed and fully discretionary portfolio options.
Series 63, Series 66
Pavilion, NY
Ameriprise
Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.
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