Michael J Imbarrato

Advisor at Fidelity — Paramus, NJ North Route 17

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Paramus, NJ 07652-2907

Fidelity logo

Fidelity

Institution

Total advisors

17,005

Across 1,872 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Michael Imbarrato is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was an Investment Adviser Representative with Cetera Investment Services, LLC from 2019 to 2023. Michael specializes in helping clients develop clear, personalized financial strategies tailored to their individual goals and circumstances.

His approach involves understanding both the numerical aspects and the personal context behind each client's financial situation, enabling him to design investment plans that evolve alongside their lives. Michael's professional experience spans retirement preparation and financial decision-making support for clients balancing work, life, and finances.

Outside of his professional work, Michael has interests in baseball, cooking and baking, exploring culinary experiences, music, outdoor adventures, and traveling.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management Cash flow / budgeting

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Location

See office

Paramus, NJ North Route 17

396 North Route 17

Paramus NJ 07652-2907

Advisors at this office

62

Most active in

New Jersey · New York

Work history

7 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

fidelity Investments

2023 - Present • 3 years

Paramus, NJ

Cetera Investment Services Llc

2019 - 2023 • 4 years

St Cloud, MN

Cetera

2019 - 2023 • 4 years

Pearl River, NY

Foresters Advisory Services

2019 - 2019 • 1 year

Pearl River, NY

Foresters Financial Services

2018 - 2019 • 1 year

Pearl River, NY

Foresters Financial

2018 - 2018 • 1 year

Nanuet, NY

Foresters Financial

2017 - 2017 • 1 year

Nanuet, NY

Allstate Insurance

2017 - 2017 • 1 year

Pearl River, NY

Iona College

2014 - 2018 • 4 years

New Rochelle, NY

Brady's Fox Hunt Inn

2014 - 2018 • 4 years

Northvale, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent advisory firm, with one year of industry experience. He holds the Series 65 designation and has a background that includes roles at Betterment and involvement in various startup ventures. Eslami also develops automated trading strategies for US futures markets and is a founding engineer at Warmer, which creates AI-powered software to enhance financial advisor workflows. Eslami & Co. Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and financial planning. The firm combines passive and active quantitative approaches, offering sub-advisory and tax-aware overlay programs that include specialized strategies such as global futures trend-following and merger arbitrage.

Tax-loss harvesting Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
user avatar

John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
user avatar

Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
user avatar

Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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