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Michael John Wieber

Advisor at Merrill — Massapequa Park, NY Sunrise Hwy

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Massapequa Park, NY 11762

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,149 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Michael Wieber is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Bank of America, Citi, and Ambrotrans Inc., as well as four years associated with the New York Islanders and Hofstra University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Massapequa Park, NY Sunrise Hwy

5310 Sunrise Hwy

Massapequa Park NY 11762

Advisors at this office

1

Most active in

New York · Texas

Work history

< 1 year of industry experience

Bank of America, N.A.

2026 - Present • 1 year

Deer Park, NY

Merrill

2025 - Present • 1 year

Deer Park, NY

Citi

2025 - 2025 • 1 year

Great Neck, NY

PG10

2025 - 2025 • 1 year

Hempstead, NY

Ambrotrans inc

2024 - 2024 • 1 year

Melville, NY

New York Islanders

2021 - 2025 • 4 years

Syosset, NY

Hofstra University

2021 - 2025 • 4 years

Hempstead, NY

Unemployed

2021 - 2021 • 1 year

Floral Park, NY

Ciro's

2021 - 2021 • 1 year

Floral Park, NY

Bourbon Street

2020 - 2021 • 1 year

Bayside, NY

Landers River Trips

2020 - 2020 • 1 year

Narrowsburg, NY

Floral Park Memorial Highschool

2015 - 2021 • 6 years

Floral Park, NY

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

Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments

Jason H

CFP®, Series 7, Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

Passive / index investing Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses General tax planning Executive Founder/Business Owner Doctor or Medical Professional Technology Professional Retired Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995) Established Professionals Approaching retirement Career Changers
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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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Andre M

CFP®, Series 63

Baldwin, NY

Delphin Investments

Andre Mcdonnaugh is a CFP® with 37 years of experience in the financial industry. He is currently the sole advisor at Delphin Investments and has prior experience with McDonnaugh Securities LLC and AI McDonnaugh & Co. Inc. He also owns and operates a tax preparation service alongside his investment-related activities. Delphin Investments serves institutional clients and sophisticated individuals through private investment funds and separate-account OCIO engagements. The firm employs a proprietary Global Tactical Asset Allocation model and diversified small-cap strategies, while also offering a regional Caribbean fund and investment technology products, distinguishing it within its market niche.

Active portfolio management Private / alternative investments Factor investing / smart beta Founder/Business Owner Executive Immigrants
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 65, Series 66

Garden City, NY

Fischer Advisors LLC

Jonathan Fischer is the sole advisor at Fischer Advisors LLC in Garden City, NY, holding Series 63, 65, and 66 licenses with 10 years of industry experience. His prior roles include positions at Credit Suisse from 2009 to 2017 and at S3 Partners from 2018 to 2023. Fischer Advisors LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of modern portfolio theory, long- and short-term trading strategies, and access to private placements and venture capital, maintaining client accounts at Schwab Institutional.

Wealth management College savings (529s, UTMA, etc.)
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