Massimiliano Iannozzi
Consulente Finanziario Autonomo iscritto all’Albo OCF

 

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If you would like to receive information about the advisory service or submit a preliminary enquiry, please use the form below.

Your enquiry will be reviewed solely to understand its general nature, the context provided, and whether it falls within the scope of the services offered. All communications are handled directly and confidentially.

 

 

“An investment operation

is one that can be justified

on both qualitative and

quantitative grounds”.

B.GRAHAM & D.L.DODD,

Security Analysis

 

 

 

 

The service is intended for individuals, families and Family Offices with wealth whose scale or complexity requires a unified perspective and a structured, independent, long-term approach.

The advisory relationship is designed for clients who wish to maintain an active, informed and responsible role in their investment decisions, within an ongoing professional relationship of trust with an independent Consulente Finanziario Autonomo.

Where the enquiry falls within the scope of the services offered, an initial introductory meeting may be proposed.

The introductory meeting is for informational and preliminary purposes only. It does not automatically initiate an advisory relationship, does not constitute the provision of investment advice, and does not involve the formulation of personalised investment recommendations.

Any advisory relationship may begin only at a later stage, following the delivery of all required pre-contractual documentation, the collection of the information required for regulatory purposes, and the execution of the advisory agreement.

 

Massimiliano Iannozzi - Consulente Finanziario Autonomo, registered with the Single Register of Financial Advisers, CFA section, under OCF Resolution no. 2976 of 26 May 2026, registration no. 641736, pursuant to Legislative Decree no. 58/1998 — the Italian Consolidated Law on Finance (TUF). Advisory services are provided independently. VAT no. 18347001002.

The content presented on this page is provided for informational purposes only and does not constitute pre-contractual information under applicable regulations, nor a solicitation to the public to invest or an offer of financial instruments. Any investment recommendations regarding financial instruments are provided exclusively following an individualized suitability assessment, in accordance with the client’s MiFID profile and expressed preferences. The advisory service is provided on a non-discretionary basis, in compliance with the transparency, fairness, and suitability requirements set forth under the Italian Consolidated Financial Act (TUF) and the MiFID II Directive; it does not include portfolio management services or any delegation of trading authority. All investment decisions and their execution remain under the full and exclusive responsibility of the client. No guarantee is provided regarding results or future performance.